Filings through .
3 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
$83K in admin expenses, $114 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
13 funds of $250K or more; 22 lines in all, holding $8.4M of the plan's $12.5M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Core Bond Fund Vanguard · Mutual fund | $1.0M | 12.2% |
| State Street DoubleLine Total Return Tactical State Street (SSgA) · Mutual fund | $1.0M | 11.9% |
| MarketDesk Focused U.S. Dividend Manager not matched · Mutual fund | $932K | 11.1% |
| JPMorgan Ultra-Short Income ETF JPMorgan · Mutual fund | $546K | 6.5% |
| Fidelity Advisor Balance Fund Fidelity (FMR) · Mutual fund | $467K | 5.5% |
| First Eagle Global Fund Class I First Eagle · Mutual fund | $457K | 5.4% |
| iShares Core Dividend ETF BlackRock · ETF | $444K | 5.3% |
| Vanguard Intermediate-Term Bond Index Fund Vanguard · Mutual fund | $411K | 4.9% |
| PIMCO Multisector Bond Active Fund PIMCO (Allianz) · Mutual fund | $401K | 4.8% |
| Vanguard Long-Term Corporate Bond Index Fund Vanguard · Mutual fund Index | $348K | 4.1% |
| 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 |
12 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 5 funds, dropped 2 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighSchwab 5-10 Year Corporate Bond ETF to State Street DoubleLine Total Return Tactical | $901K to $1.0M |
| AddediShares Core Dividend ETF | $444K |
| AddedPIMCO Multisector Bond Active Fund | $401K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
12 more lines and 5 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 1 by compensation.
| Provider | Compensation |
|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB Service code 27 · EIN 94-1737782 Advisory (Plan) | $81,980 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
3 feature codes on the 2025 filing.
2 contacts
10 filings · 2016 to 2025