Filings through .
2 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.
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 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.
$1.9M in admin expenses, $32588 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
5 funds hold $8.4M of the plan's $8.5M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Short-Term Investment-Grade Fund Vanguard · Mutual fund | $2.8M | 33.2% |
| Vanguard Long-Term Investment-Grade Fund Vanguard · Mutual fund | $2.7M | 32.3% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $1.5M | 17.5% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $785K | 9.3% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund Index | $645K | 7.7% |
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.
This plan did not file a Schedule C with its 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 | Enrollment number |
|---|---|---|
Genevieve Clarke, FSA, Ea, Maaa Nyhart 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.
Filed August 16, 2024 (most recent of 16 filings on file).
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
8 contacts
Phone and email for the actuary and top hat administrator are on Pro.
11 filings · 2015 to 2025