Filings through .
1 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).
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 7 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
6 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$2K in admin expenses, $12 per participant (all participants, line 6f).
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
AMERICAN FUNDS1 year Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 Recordkeeping | $1,825 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 28 9360 MONTGOMERY RD · CINCINNATI, OH 45242 Investment Management | $0 |
Filed as: WEALTH ENHANCEMENT BROKERAGE SVC Service code 28 9360 MONTGOMERY RD · CINCINNATI, OH 45242 Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
2 contacts
7 filings · 2019 to 2025