Filings through .
4 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
High cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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.
$541K in admin expenses, $440 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
3 funds of $250K or more; 5 lines in all, holding $86.3M of the plan's $85.8M. Recordkeeper: Morgan Stanley.
| Fund | Dollars | % of funds% |
|---|---|---|
| Actuarial value of assets for funding standard account. Manager not matched · Other | $78.3M | 90.7% |
| Expected plan disbursements for the plan year Manager not matched · Other | $5.5M | 6.3% |
| Sign Signəurdot aftyarfy Manager not matched · Other | $2.3M | 2.7% |
| instructions v Manager not matched · Other | $240K | 0.3% |
| Suite 200 Syracuse Manager not matched · Other | $13K | <0.1% |
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 |
|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 20 1585 BROADWAY AVENUE · NEW YORK, NY 10036 Trustee (individual) | $223,609 |
Service code 12 321 RESEARCH PARKWAY · MERIDEN, CT 06450 Claims processing | $62,770 |
REID & RIEGE, P.C.1 year Filed as: REID AND RIEGE PC Service code 22 ONE FINANCIAL PLAZA · HARTFORD, CT 06103 Insurance Broker | $57,025 |
Filed as: CBIZ RETIREMENT PLAN SERVICES Service code 11 · EIN 31-1582098 Actuarial | $50,200 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 20 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Trustee (individual) | $23,818 |
Filed as: LAPIER, DILLON & ASSOCIATES, P.C. Service code 10 · EIN 32-0048525 Accounting | $14,278 |
ZENITH AMERICAN SOLUTIONS9 years Service code 12 · EIN 06-0811449 Claims processing | $12,720 |
ATALANTA SOSNOFF2 years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 20 505 FIFTH AVENUE NO 17 · NEW YORK, NY 10017 Trustee (individual) | $11,184 |
THE SEGAL COMPANY3 years Filed as: SEGAL ROITMAN LLP Service code 22 33 HARISSON AVENUE · BOSTON, MA 02111 Insurance Broker | $8,454 |
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.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Hal S Tepfer FSA Ea Maaa Bpas Actuarial and Pension Services Schedule MB | Schedule MB |
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.
3 contacts
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025