Filings through .
2 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
$32K in admin expenses, $246 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
3 funds of $250K or more; 5 lines in all, holding $5.7M of the plan's $5.7M. Recordkeeper: Vanguard.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Vanguard · Mutual fund Recordkeeper's own fund | $5.1M | 88.2% |
| Schwab Charles Schwab · Mutual fund | $368K | 6.4% |
| Fidelity Fidelity (FMR) · Mutual fund | $276K | 4.8% |
| Attachment to 2024 Form Manager not matched · Other | $22K | 0.4% |
| Participant's Loan Account Manager not matched · Other | $13K | 0.2% |
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 2 by compensation.
| Provider | Compensation |
|---|---|
FORUS ADVISORS LLC8 years Filed as: FORUS ADVISORS Service code 27 · EIN 46-1803145 Advisory (Plan) | $17,548 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 Recordkeeping | $14,656 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
2 contacts
10 filings · 2016 to 2025