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.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
$189K in admin expenses, $1699 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
9 funds hold $450K of the plan's $7.5M. Recordkeeper: Aon.
| Fund | Dollars | % of funds% |
|---|---|---|
| Goldman Sachs Group Inc Goldman Sachs · Mutual fund | $111K | 24.7% |
| Glaxosmithkline Capital Manager not matched · Other | $109K | 24.2% |
| Morgan Stanley Variable Morgan Stanley · Other | $86K | 19.1% |
| Jpmorgan Chase & CO JPMorgan · Mutual fund | $25K | 5.6% |
| Pfizer Investment Enter Manager not matched · Other | $25K | 5.5% |
| JPMorgan Chase Variable JPMorgan · Mutual fund | $24K | 5.4% |
| Shell International Finance BV Manager not matched · Other | $24K | 5.4% |
| Sempra Manager not matched · Other | $24K | 5.4% |
| Burlington Northern Santa FE LLC Manager not matched · Other | $22K | 4.8% |
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 2 by compensation.
| Provider | Compensation |
|---|---|
AON CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 15 200 E RANDOLPH STREET · CHICAGO, IL 60601-6440 Recordkeeping | $125,795 |
FIRST HAWAIIAN BANK10+ years Service code 21 · EIN 99-0034327 Bank Trustee | $18,138 |
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.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Bradley J. Au Aon Consulting, Inc 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.
Filed August 1, 1996.
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
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025