Filings through .
3 of 18 flags tripped on the 2025 filing.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
$61K in admin expenses, $156 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
7 funds of $250K or more; 8 lines in all, holding $18.9M of the plan's $19.2M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| or similar party par or maturity value Cost value Mutual funds Manager not matched · Mutual fund | $8.6M | 45.2% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $2.3M | 12.0% |
| T. Rowe Price Large-Cap Growth Fund T. Rowe Price · Mutual fund | $2.3M | 11.9% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $2.3M | 11.9% |
| Eupac Fund Capital Group · Mutual fund | $1.4M | 7.5% |
| Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund | $1.4M | 7.5% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $749K | 4.0% |
| First American Government Obligations Fund U.S. Bancorp (First American) · Money market | $120 | <0.1% |
No lineup changes between the 2024 and 2025 filings.
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.
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 3 by compensation.
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 |
|---|---|---|
Stephen J. Drake Gallagher Benefit Services, 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.
Filed February 14, 2025 (most recent of 2 filings on file).
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
5 contacts
Phone and email for the actuary and top hat administrator are on Pro.
10 filings · 2016 to 2025