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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
9 more years of history are on Pro. Pro shows up to ten years of filings for this plan, year over year. Free for 7 days, then $49 a month.
$1.6M in admin expenses, $196 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
5 funds hold $225M of the plan's $290M. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Estate Equity Fund Manager not matched · Mutual fund | $126M | 55.9% |
| Income Fund Washington Capital Jmt Mid Cap Washington Capital Management · Mutual fund | $47.9M | 21.2% |
| Stable Value Funds ASB Allegiance Real Estate ASB Capital Management · Stable value Stable value | $17.5M | 7.8% |
| Trust Manager not matched · Other | $17.5M | 7.8% |
| Growth Equity Fund Washington Capital Jmt Washington Capital Management · Mutual fund | $16.5M | 7.3% |
Added 1 fund, dropped 6 funds. Moved 2 funds from collective trust to mutual fund.
| Fund | Year-end value |
|---|---|
| AddedEstate Equity Fund | $126M |
| Collective trust to mutual fundWashington Capital Jmt Fixed Income Fund to Income Fund Washington Capital Jmt Mid Cap | $38.0M to $47.9M |
| Collective trust to mutual fundWashington Capital Jmt Mid Cap Growth Equity Fund to Growth Equity Fund Washington Capital Jmt | $41.8M to $16.5M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
6 more changes in this lineup are on Pro. Pro shows every fund in this plan's lineup and every change since the prior filing. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 10 of 11 by compensation.
| Provider | Compensation |
|---|---|
Service code 28 · EIN 91-1042342 Investment Management | $793,063 |
BENESYS, INC.10+ years Filed as: BENESYS ADMINISTRATORS, INC. Service code 13 · EIN 38-2383171 Contract Administrator | $296,569 |
ASB CAPITAL MANAGEMENT11+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 19 · EIN 80-0618452 Securities Custodian | $211,151 |
DODGE & COX11+ years Service code 28 · EIN 94-1441976 Investment Management | $137,943 |
PRINCIPAL CUSTODY SOLUTIONS3 years Service code 18 · EIN 51-0099493 Custodial (other than securities); Di... | $44,449 |
RV KUHNS & ASSOCIATES10+ years Filed as: RVK, INC. Service code 17 · EIN 93-0910651 Pension Consulting | $42,000 |
CHRISTENSEN, JAMES & MARTIN9 years Filed as: CHRISTENSEN, JAMES AND MARTIN Service code 29 · EIN 88-0330040 Legal | $35,552 |
SMART SOURCE LLC4 years Service code 36 · EIN 30-0830429 Direct payment from the plan; Copying... | $29,625 |
Service code 29 · EIN 91-0889948 Legal | $25,118 |
WITHUMSMITH+BROWN, PC4 years Service code 10 · EIN 22-2027092 Accounting | $20,800 |
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.
2 contacts
11 filings · 2015 to 2025