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.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 9 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
8 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$8K in admin expenses, $26 per participant (all participants, line 6f).
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 4 by compensation.
| Provider | Compensation |
|---|---|
ESOP PARTNERS LLC1 year Filed as: ESOP PARTNERS, INC. Service code 63 · EIN 20-5396546 3601 E EVERGREEN DR. · APPLETON, WI 54913 12b-1 Fees | $5,400 |
PENCHECKS1 year Filed as: PENCHECKS TRUST Service code 63 · EIN 33-6134835 8580 LA MESA BOULEVARD SUITE 100 · LA MESA, CA 91942 12b-1 Fees | $1,715 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 51 2360 CORPORATE CIRCLE · HENDERSON, NV 89074 Investment Mgmt Fees | $710 |
PACIFIC PREMIER BANK1 year Service code 51 · EIN 33-0564430 17901 VON KARMAN AVE · IRVINE, CA 92614 Investment Mgmt Fees | $30 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
3 feature codes on the 2025 filing.
3 contacts
9 filings · 2017 to 2025