Filings through .
2 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).
High assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 6 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
5 more years of history are on Pro. Free for 7 days, then $49 a month.
$107 in admin expenses, $7 per participant (all participants, line 6f).
Who is paid to serve the plan, who audits it, and who signs the filing.
Not reported. Schedule C was not filed with this plan's most recent Form 5500, so no paid service providers are listed.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
1 contact
6 filings · 2020 to 2025