Filings through .
3 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
Recently cancelled plan
Plan reported a final filing / termination within the last year.
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.
$680K in admin expenses.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 8 by compensation.
| Provider | Compensation |
|---|---|
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC Service code 55 18700 N HAYDEN RD · SCOTTSDALE, AZ 85255 Other Commissions | $81,018 |
OSAIC WEALTH INC1 year Filed as: OSAIC FA, INC Service code 55 Other Commissions | $76,689 |
PLAN DESIGN CONSULTANTS, INC.11+ years Service code 99 · EIN 95-3811107 Other Fees | $73,700 |
MORNINGSTAR8 years Service code 27 · EIN 36-3297908 Advisory (Plan) | $63,556 |
VOYA FINANCIAL ADVISORS INC2 years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 27 · EIN 71-0294708 Advisory (Plan) | $63,556 |
VOYA FINANCIAL ADVISORS INC2 years Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 Advisory (Participants) | $28,181 |
401K SAFE2 years Filed as: 401K SAFE 3(16), LLC Service code 99 · EIN 83-0824803 Other Fees | $10,002 |
OSAIC WEALTH INC2 years Filed as: OSAIC FA, INC. Service code 55 1300 S CLINTON ST, STE 150 · FORT WAYNE, IN 46802 Other Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
Filed August 1, 2006.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
4 contacts
11 filings · 2015 to 2025