Filings through .
3 of 19 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Possible retail share class: $121M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
$1.7M in admin expenses, $164 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
32 funds of $250K or more; 34 lines in all, holding $1.62B of the plan's $1.75B. Recordkeeper: Milliman.
Target-date series: T. Rowe Price Retirement, mutual fund, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintages | $564M | 34.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $196M | 12.1% |
| Dodge & Cox Stock Fund Class I Dodge & Cox · Mutual fund | $168M | 10.3% |
| Metropolitan West Total Return Bd M TCW · Other | $130M | 8.0% |
| Pioneer Fundamental Growth Fund: Class A Victory Capital · Mutual fund Possible retail class A | $110M | 6.8% |
| NYL Guaranteed Interest Account New York Life · Insurance contract | $80.3M | 4.9% |
| Artisan International Value Fund Artisan Partners · Mutual fund | $52.7M | 3.2% |
| Vanguard Total International Stock Index Fund Institutional Shares Vanguard · Mutual fund Index | $49.9M | 3.1% |
| Baron Small Cap Fund Manager not matched · Mutual fund | $47.6M | 2.9% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $44.4M | 2.7% |
| 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 |
24 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
24 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 9 by compensation.
| Provider | Compensation |
|---|---|
MILLIMAN, INC.6 years Service code 15 · EIN 91-0675641 Recordkeeping | $991,885 |
PIMCO FUNDS8 years Filed as: MOSAIC PACIFIC INVESTMENT ADVISOR Service code 26 · EIN 46-3499420 Advisory (Participants) | $292,513 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 Advisory (Plan) | $251,765 |
CREATIVE PLANNING LLC1 year Service code 26 · EIN 43-1270780 Advisory (Participants) | $95,014 |
Filed as: CHARLWES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 Securities Custodian | $56,386 |
THE RETIREMENTPLANNING GROUP2 years Service code 26 · EIN 92-3463660 Advisory (Participants) | $15,269 |
Service code 26 · EIN 32-0070947 Advisory (Participants) | $14,045 |
LITMAN GREGORY WEALTH MGMT5 years Service code 26 · EIN 68-0362255 Advisory (Participants) | $9,298 |
CHARLES SCHWAB & CO., INC.11+ years Service code 19 · EIN 94-1737782 Securities Custodian | $6,084 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
Filed October 28, 2010 (most recent of 4 filings on file).
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