Filings through .
3 of 17 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$184K in admin expenses, $393 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
6 funds of $250K or more; 7 lines in all, holding $17.4M of the plan's $19.1M. Recordkeeper: Zenith American Solutions.
| Fund | Dollars | % of funds% |
|---|---|---|
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $10.2M | 58.9% |
| NT Collective S&P 500 Index Fund Non-Lending Northern Trust · Collective trust Index | $2.4M | 13.7% |
| Sentinel Real Estate Fund, LP Manager not matched · Other | $1.4M | 8.1% |
| Loomis Sayles Small Mid Cap Core Trust Fund Natixis IM · Collective trust | $1.2M | 6.8% |
| American Euro Pacific Growth Capital Group · Mutual fund | $1.1M | 6.4% |
| Harris Associates Oakmark International Collective Fund Natixis IM · Collective trust | $1.0M | 5.9% |
| First American Government Obligations Fund U.S. Bancorp (First American) · Mutual fund | $15K | <0.1% |
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 7 by compensation.
| Provider | Compensation |
|---|---|
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 11 · EIN 91-0675641 Actuarial | $46,910 |
ZENITH AMERICAN SOLUTIONS4 years Filed as: ZENITH AMERICAN SOLUTIONS INC Service code 13 · EIN 52-1590516 Contract Administrator | $26,250 |
HIGHLAND CAPITAL MANAGEMENT10+ years Filed as: HIGHLAND CAPITAL ADVISORS, LLC Service code 27 · EIN 20-4284376 Advisory (Plan) | $14,228 |
WASHINGTON CAPITAL MANAGEMENT, INC.10+ years Service code 51 · EIN 91-1042342 Investment Mgmt Fees | $13,993 |
SENTINEL REAL ESTATE CORPORATION10+ years Service code 51 · EIN 27-2876245 Investment Mgmt Fees | $13,816 |
PLATFORM CPAS LLP2 years Filed as: PLATFORM CPA'S LLP Service code 10 · EIN 88-4342576 Accounting | $12,140 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 Investment Mgmt Fees | $11,613 |
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 |
|---|---|---|
Ladd E. Preppernau Milliman, Inc. 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