Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BANK OF AMERICA11+ years Service code 21 · EIN 94-1687665 | Bank Trustee | $17,002 |
2 funds of $250K or more; 3 lines in all, holding $6.7M of the plan's $6.7M. From the 2025 filing. Recordkeeper: Bank of America (Merrill).
| Fund | Dollars | % of funds% |
|---|---|---|
| Ishares Core U.S. Aggregate Bond ETF BlackRock · ETF Index | $5.2M | 77.6% |
| PIMCO Long-Term U.S. Government Fund Institutional PIMCO (Allianz) · Mutual fund | $1.3M | 19.6% |
| Federated Hermes U.S. Treasury Cash Reserves Premier Shares Federated Hermes · Money market | $188K | 2.8% |
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
Christopher D. Kludy Willis Towers Watson US LLC Schedule SB | Schedule SB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
The auditor signed off without reservation. This is the cleanest opinion.