Filings through .
2 of 18 flags tripped on the 2025 filing.
Low fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 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.
$61K in admin expenses, $235 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
8 funds of $250K or more; 12 lines in all, holding $6.3M of the plan's $7.1M. Recordkeeper: Milliman.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard International Growth Fund Vanguard · Mutual fund | $1.8M | 29.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $940K | 15.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $825K | 13.1% |
| MFS Mid Cap Value Fund MFS (Sun Life) · Mutual fund | $634K | 10.1% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $512K | 8.2% |
| JPMorgan Value Advantage Fund Class R6 JPMorgan · Mutual fund | $422K | 6.7% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $372K | 5.9% |
| Vanguard Small-Cap Growth Index Fund Vanguard · Mutual fund Index | $257K | 4.1% |
| Putnam Small Cap Growth Admiral Class Franklin Templeton · Mutual fund | $239K | 3.8% |
| Schwab Retirement Government Money Fund Charles Schwab · Mutual fund | $106K | 1.7% |
| 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 |
2 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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.
2 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 5 by compensation.
| Provider | Compensation |
|---|---|
MILLIMAN, INC.4 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 Recordkeeping | $48,563 |
Filed as: UMB, NA Service code 27 1010 GRAND BLVD · KANSAS CITY, MO 64106 Advisory (Plan) | $7,500 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 Securities Custodian | $5,224 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC Service code 19 Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.2 years Service code 19 · EIN 94-1737782 Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
3 contacts
5 filings · 2015 to 2025