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.
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.
$239K in admin expenses, $396 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
5 funds of $250K or more; 10 lines in all, holding $3.6M of the plan's $7.8M. Recordkeeper: Pacific Southwest Administrators.
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares Russell Midcap Index ETF BlackRock · ETF Index | $712K | 19.8% |
| Vanguard Ftse Developed ETF Vanguard · ETF Index | $710K | 19.8% |
| T. Rowe Price Equity Income Fund T. Rowe Price · Mutual fund | $468K | 13.0% |
| Vanguard Equity Income Fund Investor Shares Vanguard · Mutual fund | $466K | 13.0% |
| Vanguard Dividend Growth Fund Investor Shares Vanguard · Mutual fund | $439K | 12.2% |
| Allspring Treasury Government Money Market Fund Allspring · Money market | $239K | 6.7% |
| iShares Core S&P Small-Cap ETF BlackRock · ETF Index | $180K | 5.0% |
| iShares S&P 500 Growth Index ETF BlackRock · ETF Index | $169K | 4.7% |
| iShares MSCI Emerging Markets ex China ETF BlackRock · ETF Index | $129K | 3.6% |
| T. Rowe Price Capital Appreciation Fund T. Rowe Price · Mutual fund | $81K | 2.3% |
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 5 by compensation.
| Provider | Compensation |
|---|---|
Service code 13 · EIN 46-4942970 Contract Administrator | $57,921 |
THE SEGAL COMPANY11+ years Service code 11 · EIN 94-1503999 Actuarial | $42,499 |
MILLER KAPLAN ARASE LLP11+ years Service code 10 · EIN 95-2036255 Accounting | $41,300 |
CITIZENS BANK11+ years Filed as: CITIZENS BUSINESS BANK Service code 19 · EIN 95-6806148 Securities Custodian | $29,888 |
WEINBERG, ROGER & ROSENFELD11+ years Service code 29 · EIN 94-2458080 Legal | $9,000 |
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.
2 contacts
10 filings · 2015 to 2025