Filings through .
2 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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. Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
9 more years of history are on Pro. Pro shows up to ten years of filings for this plan, year over year. Free for 7 days, then $49 a month.
The funds on the plan's investment schedule and what changed since the prior filing.
7 funds of $250K or more; 12 lines in all, holding $20.9M of the plan's $55.0M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Nomura Extended Dur D-Inst Manager not matched · Other | $6.5M | 31.0% |
| Ishares Russell BlackRock · ETF Index | $5.4M | 25.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $3.9M | 18.6% |
| Invesco Govt&Agncy-Inst Fd 1901 Invesco · Money market | $2.2M | 10.3% |
| par, or maturity value Cost Fair value Mutual funds: Avantis Manager not matched · Mutual fund | $1.7M | 7.9% |
| Fhr Ser Manager not matched · Other | $606K | 2.9% |
| Cavanal Hill Govt Sec Mmkt -Admin 001 Manager not matched · Money market | $298K | 1.4% |
| Mp Enviromental Fund @ Manager not matched · Mutual fund | $152K | 0.7% |
| Jpmorgan Chase Common Stock JPMorgan · Mutual fund | $139K | 0.7% |
| Goldman Sachs Common Stock Goldman Sachs · Mutual fund | $62K | 0.3% |
Added 1 fund, dropped 4 funds.
| Fund | Year-end value |
|---|---|
| DroppedVanguard L/T Corp Bd Indx-Adm 1947 Mutual fund | $6.3M |
| DroppedPIMCO L/T Credit Bd-Inst 1945 Mutual fund | $4.5M |
| AddedFidelity International Index Fund | $3.9M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
2 more lines and 2 more changes in this lineup are on Pro. Pro shows every fund in this plan's lineup and every change since the prior filing. Free for 7 days, then $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.
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.
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.
1 actuary attachment on this filing.
| Actuary | Schedule | Address, phone |
|---|---|---|
Aaron Fields, FSA Ea Maaa Bpas Actuarial & Pension Services Schedule SB | Schedule SB | Available on Pro |
Addresses, phones and enrollment numbers are on Pro. Pro shows the actuary's enrollment number, address and phone from the filing. Free for 7 days, then $49 a month.
Filed August 11, 2008 (most recent of 2 filings on file).
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
3 contacts
11 filings · 2015 to 2025