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.
$824K in admin expenses.
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
1 fund holds $2.8M of the plan's $2.8M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $2.8M | 100.0% |
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.
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 4 by compensation.
| Provider | Compensation |
|---|---|
FID MGMT TRUST CO2 years Service code 11 · EIN 04-2723880 Actuarial | $398,194 |
MERCER1 year Filed as: MERCER INVESTMENTS Service code 17 · EIN 30-0282430 Pension Consulting | $30,000 |
TRUCKER HUSS1 year Filed as: TUCKER HUSS Service code 29 · EIN 94-3216063 Legal | $13,362 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER KAPLAN LLP Service code 10 · EIN 95-2036255 Accounting | $12,700 |
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.
2 contacts
11 filings · 2015 to 2025