Filings through .
3 of 17 flags tripped on the 2025 filing.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
$692K in admin expenses, $111 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
6 funds hold $153M of the plan's $191M. Recordkeeper: Benefit Resources.
| Fund | Dollars | % of funds% |
|---|---|---|
| Intermediate Bond Fund Inte Vanguard · Mutual fund | $59.6M | 39.1% |
| Chevy Chase Collective Fund & Short-term investments Interest rate JPMorgan · Collective trust | $44.1M | 28.9% |
| Principal Financial Group Guaranteed Interest Contract Interest rate Principal · Insurance contract | $35.2M | 23.1% |
| Maturity value: Indure Fund Manager not matched · Mutual fund | $5.9M | 3.9% |
| Boyd Watterson GSA Fund Real Estate Commingled Fund Manager not matched · Collective trust | $5.4M | 3.5% |
| Baird Intermediate Bond Fund Baird · Mutual fund | $2.4M | 1.6% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
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 4 by compensation.
| Provider | Compensation |
|---|---|
BENEFIT RESOURCES, INC.3 years Service code 13 · EIN 76-0560942 8441 GULF FREEWAY SUITE 304 · HOUSTON, TX 77017 Contract Administrator | $107,964 |
INDURE11+ years Service code 28 900 7TH STREET NW · WASHINGTON, DC 20001 Investment Management | $66,611 |
THE SEGAL COMPANY10+ years Filed as: SEGAL MARCO Service code 27 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 10001 Advisory (Plan) | $63,000 |
EDWARDS AND LEATHERS, P.C.11+ years Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77521 Accounting | $17,224 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
2 contacts
11 filings · 2015 to 2025