Filings through .
2 of 18 flags tripped on the 2024 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 2024 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.
$162K in admin expenses, $582 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
11 funds of $250K or more; 13 lines in all, holding $9.8M of the plan's $9.8M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Ishares Barclays Aggregate Bond Fund BlackRock · ETF Index | $3.0M | 31.1% |
| Natixis Oakmark Fund (Investor) Natixis IM · Mutual fund | $1.1M | 11.3% |
| Columbia Strategic Income Fund Class S Ameriprise (Columbia Threadneedle) · Mutual fund | $935K | 9.6% |
| AB Large Cap Growth Fund Inc AllianceBernstein · Mutual fund | $773K | 7.9% |
| Vanguard Mid-Cap Value Index Fund Vanguard · ETF Index | $704K | 7.2% |
| iShares Core MSCI EAFE ETF BlackRock · ETF Index | $682K | 7.0% |
| BNY Dreyfus Money Market Fund - Wealth Shares BNY · Money market | $582K | 6.0% |
| iShares Russell 2000 ETF BlackRock · ETF Index | $494K | 5.1% |
| Congress Mid Cap Growth-Ins Manager not matched · Other | $459K | 4.7% |
| Invesco Balanced-Risk Allocation Fund (Instl) Invesco · Mutual fund | $376K | 3.9% |
| 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 |
3 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
3 more lines 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 3 by compensation.
| Provider | Compensation |
|---|---|
AON CONSULTING10+ years Service code 11 · EIN 22-2232264 Actuarial | $64,890 |
BANK OF HAWAII10+ years Service code 21 · EIN 99-0033900 Bank Trustee | $20,842 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 Advisory (Plan) | $17,726 |
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 2024 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Sheryl Bogolub 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.
4 contacts
Phone and email for the actuary are on Pro.
10 filings · 2015 to 2024