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 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.
$39K in admin expenses, $168 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
18 funds of $250K or more; 20 lines in all, holding $29.1M of the plan's $29.2M. Recordkeeper: not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 5% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| William Blair Large Cap Growth Fund Class I William Blair · Mutual fund | $4.9M | 16.9% |
| Dodge & Cox Income Fund Class I Dodge & Cox · Mutual fund | $3.6M | 12.4% |
| Dodge & Cox Stock Fund Class I Dodge & Cox · Mutual fund | $2.6M | 9.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.5M | 8.6% |
| Causeway International Value Fund - Institutional Class Causeway Capital · Mutual fund | $2.5M | 8.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.8M | 6.4% |
| Vanguard Index Trust Mid-Cap Index Fund Admiral Vanguard · Collective trust Index | $1.7M | 5.8% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $1.5M | 5.2% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 4.8% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 4.6% |
| 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 |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedDodge & Cox Income Fund Class I | $3.6M |
| AddedDodge & Cox Stock Fund Class I | $2.6M |
| DroppedDodge Cox Balanced Fund 146 | $322K |
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. They do not show money moved.
10 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 2 by compensation.
| Provider | Compensation |
|---|---|
Filed as: SECURIAN FINANCIAL SERVICES, INC. Service code 55 400 ROBERT STREET NORTH · ST. PAUL, MN 55101 Other Commissions | $36,627 |
ALERUS FINANCIAL, N.A.4 years Filed as: ALERUS Service code 15 · EIN 45-6062081 Recordkeeping | $2,786 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025