Filings through .
3 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 3 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
2 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$174K in admin expenses, $721 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
15 funds of $250K or more; 17 lines in all, holding $51.0M of the plan's $51.0M. Recordkeeper: Aon.
| Fund | Dollars | % of funds% |
|---|---|---|
| Allspring Bond Fund Class R6 Allspring · Mutual fund | $5.8M | 11.4% |
| Vanguard Equity Income Fund Vanguard · Mutual fund | $5.2M | 10.2% |
| Vanguard Intermediate-Term Treasury Fund Vanguard · Mutual fund | $4.8M | 9.5% |
| JPMorgan Core Bond Fund Class R6 JPMorgan · Mutual fund | $4.8M | 9.4% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $4.8M | 9.4% |
| Touchstone Large Cap Focused Fund Class Y Western & Southern · Mutual fund | $4.6M | 9.0% |
| Vanguard Small-Cap Value Index Fund Vanguard · Mutual fund Index | $3.2M | 6.4% |
| Vanguard S&P Mid-Cap 400 Value Index Fund Vanguard · Mutual fund Index | $3.2M | 6.3% |
| Lord Abbett Short Duration Income Fund Class I Lord Abbett · Mutual fund | $2.9M | 5.8% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $2.4M | 4.6% |
| 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 |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 3 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedT. Rowe Price Mid-Cap Growth Fund, Inc. | $2.4M |
| AddedAmerican Century Heritage Fund Class R6 | $2.2M |
| AddedDFA International Value Portfolio | $2.0M |
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.
7 more lines and 2 more changes 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 4 by compensation.
| Provider | Compensation |
|---|---|
WILLIS TOWERS WATSON US LLC3+ years Service code 11 · EIN 53-0181291 Actuarial | $73,632 |
BDO USA, LLP3+ years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 Accounting | $36,995 |
COMERICA BANK3+ years Service code 19 · EIN 42-1741646 Securities Custodian | $23,456 |
SCHWARTZ & CO.3+ years Service code 27 · EIN 38-2117812 Advisory (Plan) | $14,495 |
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 |
|---|---|---|
Melissa Mayea Willis Towers Watson US LLC 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.
4 contacts
Phone and email for the actuary are on Pro.
3 filings · 2023 to 2025