Filings through .
No flags tripped on the 2025 filing.
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 5 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
4 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$153K in admin expenses, $100 per participant (all participants, line 6f).
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 5 by compensation.
| Provider | Compensation |
|---|---|
NEPC, LLC1 year Service code 16 · EIN 26-1429809 Consulting | $41,160 |
Service code 64 · EIN 04-2647786 Recordkeeping Fees | $40,623 |
INSERO & CO. CPAS, LLP3 years Filed as: INSERO AND COMPANY Service code 10 · EIN 47-5324570 Accounting | $27,200 |
KILPATRICK TOWNSEND3 years Service code 29 · EIN 58-0511774 Legal | $23,953 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 Advisory (Plan) | $19,708 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
5 contacts
Phone and email for the actuary are on Pro.
5 filings · 2021 to 2025