Filings through .
2 of 18 flags tripped on the 2025 filing.
Few collective trusts
3% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
$28K in admin expenses, $81 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 hold $48.3M of the plan's $50.0M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Long-Term Investment-Grade Fund Admiral Shares Vanguard · Mutual fund | $25.0M | 51.8% |
| Vanguard Long-Term Treasury Fund Admiral Shares Vanguard · Mutual fund | $8.1M | 16.7% |
| Vanguard Total International Stock Index Fund Institutional Shares Vanguard · Mutual fund Index | $6.2M | 12.9% |
| Vanguard Total Stock Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $5.7M | 11.9% |
| Vanguard Fiduciary Trust Company Vanguard · Collective trust | $1.7M | 3.5% |
| Vanguard Primecap Fund Admiral Shares Vanguard · Mutual fund | $1.6M | 3.3% |
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 |
|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISORS INC Service code 28 · EIN 23-2811930 Investment Management | $13,671 |
US BANK1 year Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 Bank Trustee | $10,186 |
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 |
|---|---|---|
Michael S. Clark Gallagher Benefit Services LLC 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 April 8, 2022.
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
5 contacts
Phone and email for the actuary and top hat administrator are on Pro.
10 filings · 2016 to 2025