Filings through .
2 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return 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.
$845 in admin expenses, $4 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
20 funds of $250K or more, counting each target-date vintage; shown as 14 lines, holding $48.8M of the plan's $49.4M. Recordkeeper: Charles Schwab.
Target-date series: Vanguard Target Retirement, mutual fund, 22% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $10.5M | 21.5% |
| Nuveen Large Cap Growth Index Fund Class I TIAA (Nuveen) · Mutual fund Index | $7.4M | 15.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $7.2M | 14.7% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.7M | 9.7% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $4.5M | 9.3% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $4.5M | 9.1% |
| JPMorgan Core Plus Bond Fund Class R6 JPMorgan · Mutual fund | $4.0M | 8.1% |
| Lord Abbett Short Duration Income Fund Class R6 Lord Abbett · Mutual fund | $1.8M | 3.7% |
| Vanguard Small Cap Growth Index Admi Vanguard · Mutual fund Index | $1.4M | 2.9% |
| Vanguard Small Cap Value Index Admir Vanguard · Mutual fund Index | $1.1M | 2.3% |
| 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 |
4 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
4 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 2 by compensation.
| Provider | Compensation |
|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 Securities Custodian | $15,479 |
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 Custodial (other than securities); Di... | $2,726 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
4 feature codes on the 2025 filing.
Filed March 4, 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.
3 contacts
Phone and email for the top hat administrator are on Pro.
10 filings · 2016 to 2025