Filings through .
3 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
High assets / participant
Assets per participant exceed $250,000 - top-decile high-value 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.
$2.8M in admin expenses, $84 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 $10.2B of the plan's $10.9B. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| SEI Birth Date Fund SEI · Collective trust | $2.49B | 24.4% |
| Blackrock Russell 1000 Index Fd Cl F BlackRock · Collective trust Index | $2.31B | 22.7% |
| SEI US Large Cap Equity Fund SEI · Collective trust | $2.05B | 20.1% |
| SEI International Equity Fund SEI · Collective trust | $477M | 4.7% |
| SEI US Small/Mid Cap Equity Fund SEI · Collective trust | $476M | 4.7% |
| BlackRock Russell 2500 Index Fund F BlackRock · Collective trust Index | $446M | 4.4% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $417M | 4.1% |
| SEI Short Term Bond Fund SEI · Collective trust | $317M | 3.1% |
| Blackrock MSCI ACWI Ex-U.S. Index F BlackRock · Collective trust Index | $255M | 2.5% |
| SEI Core Bond Fund SEI · Collective trust | $254M | 2.5% |
| 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.
No lineup changes between the 2024 and 2025 filings.
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.
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 9 by compensation.
| Provider | Compensation |
|---|---|
STRATEGIC ADVISORS, INC.5 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 Advisory (Plan) | $865,621 |
FID INV INST OPS CO11+ years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 Loan Processing | $522,161 |
BLACKROCK11+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 Investment Management | $502,400 |
HP INC.7 years Filed as: HP INC Service code 14 · EIN 94-1081436 Plan Administrator | $287,483 |
AON CONSULTING8 years Filed as: AON HEWITT Service code 16 · EIN 36-3109431 Consulting | $200,000 |
BNY MELLON11+ years Filed as: THE BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 Bank Trustee | $159,375 |
ERNST & YOUNG LLP5 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 Accounting | $149,500 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET Service code 28 · EIN 36-3109431 Investment Management | $100,000 |
DELOITTE & TOUCHE LLP3 years Filed as: DELOITTE & TOUCHE LLC Service code 10 · EIN 13-3891517 Accounting | $47,355 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
Filed November 9, 2005 (most recent of 3 filings on file).
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
5 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025