Filings through .
1 of 17 flags tripped on the 2025 filing.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
$1.4M in admin expenses, $115 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; 19 lines in all, holding $220M of the plan's $223M. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Grosvenor Institutional Partners LP Manager not matched · Other | $30.3M | 13.8% |
| DoubleLine Core Fixed Income Fund DoubleLine · Mutual fund | $20.3M | 9.2% |
| Baird Core Bond Fund Baird · Mutual fund | $19.6M | 8.9% |
| T. Rowe Price Institutional Large-Cap Core Growth Fund T. Rowe Price · Mutual fund | $19.6M | 8.9% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $19.4M | 8.9% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $19.3M | 8.8% |
| Artisan International Growth Trust Artisan Partners · Collective trust | $13.9M | 6.3% |
| Vanguard International VA IV Vanguard · Mutual fund | $11.6M | 5.3% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $10.6M | 4.8% |
| Vanguard Explorer Value Fund Investor Shares Vanguard · Mutual fund | $10.4M | 4.8% |
| 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 |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
9 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 10 by compensation.
| Provider | Compensation |
|---|---|
ZENITH AMERICAN SOLUTIONS10+ years Service code 13 · EIN 52-1590516 Contract Administrator | $370,496 |
HORIZON ACTUARIAL SERVICES, LLC10+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 Actuarial | $204,074 |
Filed as: REINHART BOERNER VAN DEUREN SC Service code 29 · EIN 39-1126909 Legal | $102,511 |
RV KUHNS & ASSOCIATES6 years Filed as: RVK, INC. Service code 27 · EIN 93-0910651 Advisory (Plan) | $47,500 |
LEGACY PROFESSIONALS LLP2 years Service code 10 · EIN 32-0043599 Accounting | $40,013 |
PRINCIPAL CUSTODY SOLUTIONS3 years Service code 19 · EIN 42-1466678 Securities Custodian | $36,500 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 28 · EIN 81-4017137 Investment Management | $35,164 |
PGIM INVESTMENTS3 years Filed as: PGIM REAL ESTATE - PRISA II LP Service code 28 · EIN 82-2390389 Investment Management | $32,829 |
LAWTON PRINTING SERVICES3 years Filed as: LAWTON PRINTING Service code 36 · EIN 91-0633228 Copying and duplicating | $6,583 |
FRSECURE3 years Service code 16 · EIN 26-3547185 Consulting | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Mary Ann Dunleavy Horizon Actuarial Services, LLC Schedule MB | Schedule MB |
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.
3 contacts
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025