Filings through .
1 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$741K in admin expenses, $132 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
13 funds hold $40.3M of the plan's $104M. Recordkeeper: Benesys.
| Fund | Dollars | % of funds% |
|---|---|---|
| Invesco QQQ Trust ETF Invesco · Collective trust | $6.9M | 17.2% |
| Schwab US Divid Equity ETF Charles Schwab · ETF | $6.7M | 16.6% |
| Money Market Mutual Fund Manager not matched · Money market | $6.6M | 16.5% |
| Vanguard Large-Cap Index Fund Vanguard · ETF | $4.9M | 12.1% |
| Schwab Fundamental International Equity ETF Charles Schwab · ETF | $4.1M | 10.3% |
| iShares Core MSCI EAFE ETF BlackRock · ETF | $3.3M | 8.3% |
| iShares Core MSCI Emerging Markets ETF BlackRock · ETF | $2.0M | 5.0% |
| Vanguard Mid-Cap ETF Vanguard · ETF | $1.3M | 3.3% |
| iShares Morningstar Mid-Cap Growth ETF BlackRock · ETF | $1.0M | 2.5% |
| Vanguard Mid-Cap Value Index Fund Vanguard · ETF | $1.0M | 2.5% |
| 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 |
3 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedInvesco QQQ Trust ETF | $6.9M |
| DroppedInvesco QQQ ETF Exchange-traded Funds | $3.1M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 4 renames.
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.
3 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 6 by compensation.
| Provider | Compensation |
|---|---|
UBS FINANCIAL SERVICES INC5 years Service code 27 · EIN 13-2638166 Advisory (Plan) | $459,623 |
BENESYS, INC.9 years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 Contract Administrator | $90,538 |
WITHUMSMITH+BROWN, PC4 years Service code 10 · EIN 22-2027092 Accounting | $78,511 |
SMART SOURCE LLC5 years Filed as: SMART SOURCE Service code 49 · EIN 30-0830429 Other Services | $43,450 |
WEINBERG, ROGER & ROSENFELD9 years Service code 29 · EIN 94-2458080 Legal | $36,962 |
RAEL & LETSON3 years Service code 16 · EIN 94-1701048 Consulting | $13,596 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
2 contacts
10 filings · 2016 to 2025