Filings through .
3 of 17 flags tripped on the 2025 filing.
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.
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.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 9 years on record. Charts need 3 years.
8 more years of history are on Pro. Pro shows up to ten years of filings for this plan, year over year. Free for 7 days, then $49 a month.
$189K in admin expenses, $2826 per participant (all participants, line 6f).
Who is paid to serve the plan, who audits it, and who signs the filing.
Not reported. Schedule C was not filed with this plan's most recent Form 5500, so no paid service providers are listed.
Plan features from the filing, actuarial disclosures and related pages.
3 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Address, phone |
|---|---|---|
Robert M. Haness Haness & Associates, LLC Schedule SB | Schedule SB | Available on Pro |
Addresses, phones and enrollment numbers are on Pro. Pro shows the actuary's enrollment number, address and phone from the filing. Free for 7 days, then $49 a month.
3 contacts
9 filings · 2016 to 2025