Filings through .
1 of 17 flags tripped on the 2025 filing.
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.
$833K in admin expenses, $826 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 $43.7M of the plan's $50.3M. Recordkeeper: Charles Schwab.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $8.2M | 18.7% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund Index | $5.3M | 12.2% |
| Gqg Partners Global Quality Equity Fund GQG Partners · Mutual fund | $5.3M | 12.0% |
| DFA Inflation Protected Securities I Fund Dimensional · Mutual fund | $4.5M | 10.3% |
| D.E. Shaw Orienteer International Fund Manager not matched · Mutual fund | $3.2M | 7.3% |
| Corporate Lending I Fund Manager not matched · Collective trust | $2.3M | 5.2% |
| Corporate Enhanced Lending I Fund Manager not matched · Collective trust | $2.3M | 5.2% |
| Blackstone Private Credit Fund Blackstone · Mutual fund | $1.9M | 4.4% |
| Fidelity FPA New Income Fidelity (FMR) · Mutual fund | $1.8M | 4.2% |
| World Gold Trust State Street (SSgA) · Collective trust Index | $1.8M | 4.0% |
| 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.
Added 7 funds, dropped 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeDFA Inflation-Protected Securities Portfolio - Institutional Class to DFA Inflation Protected Securities I Fund | $4.4M to $4.5M |
| AddedD.E. Shaw Orienteer International Fund | $3.2M |
| AddedCorporate Enhanced Lending I Fund | $2.3M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 renames.
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 and 6 more changes 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 8 by compensation.
| Provider | Compensation |
|---|---|
ASCENSUS LLC4 years Service code 11 · EIN 82-3719843 Actuarial | $100,201 |
BANNER RIDGE3 years Service code 28 641 LEXINGTON AVENUE · NEW YORK, NY 10022 Investment Management | $26,261 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 Bank Trustee | $26,017 |
D E SHAW & CO1 year Filed as: D E SHAW Service code 28 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 Investment Management | $23,068 |
BRIDGE INVESTMENT GROUP4 years Service code 28 111 E SEGO LILY DR · SALT LAKE CITY, UT 84070 Investment Management | $18,191 |
RIALTO CAPITAL MANAGEMENT2 years Service code 28 200 SOUTH BISCAYNE BLVD · MIAMI, FL 33131 Investment Management | $10,000 |
KING STREET5 years Service code 28 Investment Management | $9,124 |
WHITEHAWK4 years Service code 28 C/O UMB FINANCIAL CORPORATION · KANSAS CITY, MO 64106 Investment Management | $8,731 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Samantha Olson, FSA, Ea 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.
3 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025