Filings through .
2 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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 4 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
3 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$540K in admin expenses, $792 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
1 fund of $250K or more; 7 lines in all, holding $868K of the plan's $5.1M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Shortfall Manager not matched · Other | $377K | 43.4% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market | $161K | 18.5% |
| Global X FDS Global X Copper ETF Manager not matched · ETF Index | $137K | 15.8% |
| Invesco Stock Invesco · Mutual fund | $70K | 8.1% |
| Common Stock Manager not matched · Other | $68K | 7.9% |
| Vectors Gold Miners ETF Manager not matched · ETF Index | $41K | 4.8% |
| Common stock: Alliance Resource Partners LP Manager not matched · Other | $14K | 1.6% |
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 4 by compensation.
| Provider | Compensation |
|---|---|
AON CONSULTING4+ years Service code 11 · EIN 22-2232264 Actuarial | $140,611 |
Filed as: AXIOM INVESTMENT MANAGEMENT Service code 28 · EIN 20-5412674 Investment Management | $79,956 |
BNY MELLON4+ years Filed as: BANK OF NEW YORK MELLON Service code 28 240 GREENWICH STREET · NEW YORK, NY 10286 Investment Management | $24,785 |
HILLTOP SECURITIES INC3 years Filed as: HILLTOP SECURITIES INC. Service code 49 717 N. HARWOOD ST · DALLAS, TX 75201 Other Services | $17,141 |
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 | Enrollment number |
|---|---|---|
Caleb McGary Aon Consulting, Inc. Schedule SB | Schedule SB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
4 contacts
Phone and email for the actuary are on Pro.
4 filings · 2022 to 2025