Filings through .
3 of 17 flags tripped on the 2025 filing.
Low fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$75K in admin expenses, $269 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
15 funds hold $470K of the plan's $5.4M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| TCW Metwest Total Return Bond Fund Class I TCW · Mutual fund | $120K | 25.5% |
| PIMCO Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $81K | 17.3% |
| American General Life Insurance Company Life Ins. Contract No. Corebridge (AIG) · Insurance contract | $62K | 13.2% |
| John Hancock Disciplined Value Fund Class I John Hancock (Manulife) · Mutual fund | $35K | 7.5% |
| Vanguard U.S. Growth Fund Admiral Shares Vanguard · Mutual fund | $33K | 7.1% |
| MFS International Intrinsic Equity Fund I MFS (Sun Life) · Mutual fund | $25K | 5.2% |
| Invesco International Growth Fund Class Y Invesco · Mutual fund | $22K | 4.7% |
| Principal Real Estate Sec Inst Principal · Mutual fund | $22K | 4.7% |
| PIMCO Commodities Plus Strategy Instl PIMCO (Allianz) · Mutual fund | $17K | 3.6% |
| Virtus Vontobel Emerging Markets Opportunities Class I Mutual Fund Virtus · Mutual fund | $16K | 3.3% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
5 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
5 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
Service code 10 · EIN 20-8102502 Accounting | $18,500 |
DARNALL SIKES & FREDERICK2 years Service code 10 · EIN 72-0738838 Accounting | $15,140 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
3 feature codes on the 2025 filing.
Filed February 23, 2005.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
3 contacts
10 filings · 2016 to 2025