Filings through .
2 of 17 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant 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.
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.
$531K in admin expenses, $967 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
10 funds of $250K or more; 11 lines in all, holding $27.5M of the plan's $35.0M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Long-Term Treasury Bond Index Fund Fidelity (FMR) · Mutual fund Index | $5.4M | 19.7% |
| Lgim Long Duration U.S. Credit Collective Investment Trust Fund Legal & General (LGIMA) · Collective trust | $3.8M | 13.8% |
| PIMCO Long-Term Credit Bond Fund Institutional PIMCO (Allianz) · Mutual fund | $3.8M | 13.7% |
| Acadian All Country World/ex U.S. Equity BrightSphere (Acadian) · Collective trust | $3.6M | 13.1% |
| Vanguard Intermediate-Term Bond Index Fund ETF Shares Vanguard · ETF Index | $3.5M | 12.7% |
| iShares Core S&P U.S. Value ETF BlackRock · ETF Index | $2.2M | 8.1% |
| Loomis Sayles Multisector Full Discretion Trust Natixis IM · Collective trust | $1.8M | 6.5% |
| Cohen & Steers Institutional Realty Shares Cohen & Steers · Mutual fund | $1.6M | 5.9% |
| BNY Dreyfus Government Securities Cash Management BNY · Money market | $935K | 3.4% |
| iShares Core S&P Mid-Cap ETF BlackRock · ETF Index | $779K | 2.8% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
1 more fund in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
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.
1 more line in this lineup is 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 8 by compensation.
| Provider | Compensation |
|---|---|
AON CONSULTING11+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 Actuarial | $119,213 |
FIRST HAWAIIAN BANK3 years Service code 21 999 BISHOP ST. · HONOLULU, HI 96813 Bank Trustee | $60,717 |
VERUS4 years Filed as: VERUS INVESTMENTS Service code 27 1001 LIBERTY AVE · PITTSBURGH, PA 15222 Advisory (Plan) | $38,000 |
FAIRVIEW CAPITAL11+ years Filed as: FAIRVIEW CAPITAL INVEST MNGMT LLC Service code 27 · EIN 94-3294876 Advisory (Plan) | $18,690 |
PGIM INVESTMENTS3 years Service code 27 · EIN 22-3468527 Advisory (Plan) | $15,632 |
KMH LLP3 years Service code 10 · EIN 42-1539623 Accounting | $10,420 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 27 · EIN 84-6391546 Advisory (Plan) | $10,204 |
Filed as: LGIM Service code 27 · EIN 20-8058531 Advisory (Plan) | $8,312 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
4 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 July 17, 1997.
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.
3 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025