Filings through .
1 of 17 flags tripped on the 2025 filing.
High assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
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.
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
10 funds of $250K or more; 11 lines in all, holding $25.7M of the plan's $301M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Treasury Portfolio Fidelity (FMR) · Money market | $4.4M | 17.0% |
| Vanguard Total Bond Index Fund Vanguard · Mutual fund Index | $4.3M | 16.6% |
| Vanguard Total Stock Market Index Fund ETF Shares Vanguard · Mutual fund Index | $3.9M | 15.2% |
| New Income Manager not matched · Other | $3.3M | 13.1% |
| Dodge Cox Class I Dodge & Cox · Mutual fund | $2.5M | 9.9% |
| Vanguard Total Corporate Bond ETF ETF Shares Vanguard · ETF Index | $2.1M | 8.1% |
| Vanguard Short-Term Bond Index Fund ETF Shares Vanguard · Mutual fund Index | $1.6M | 6.3% |
| Vanguard Total International Stock Index Fund ETF Shares Vanguard · ETF Index | $1.3M | 5.0% |
| Large Cap Defensive Style I Manager not matched · Other | $1.2M | 4.6% |
| Vanguard Inflation-Protected Securities Fund Admiral Shares Vanguard · Mutual fund | $1.0M | 4.0% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
1 more fund in this lineup: name, manager, vehicle, dollars and share are on Pro.
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.
1 more line in this lineup is 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.
This plan did not file a Schedule C with its most recent Form 5500, so no paid service providers are listed.
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
4 feature codes on the 2025 filing.
Filed February 1, 2017.
Total covered: 13 employees
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the top hat administrator are on Pro.
11 filings · 2015 to 2025