Filings through .
2 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return 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.
$1.2M in admin expenses, $739 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
21 funds of $250K or more; 62 lines in all, holding $81.3M of the plan's $110M. Recordkeeper: Zenith American Solutions.
| Fund | Dollars | % of funds% |
|---|---|---|
| Mutual Manager not matched · Mutual fund | $14.6M | 17.9% |
| Institutional Equity Trust Manager not matched · Collective trust | $8.3M | 10.2% |
| May 31, 2025 Common JPMorgan · Collective trust | $8.1M | 9.9% |
| Equity Index Fund Invesco National Trust Company Invesco · Collective trust Index | $7.7M | 9.4% |
| Hedge Funds Lighthouse Partners Manager not matched · Mutual fund | $6.7M | 8.2% |
| May 31, 2025 Pooled Separate Account BNY Mellon BNY · Separate account | $6.6M | 8.1% |
| Risk Allocation Trust PNC . AFL-CIO Investment Trust · Other | $5.4M | 6.6% |
| Labor Impact Feeder Fund LP Manager not matched · Mutual fund | $4.3M | 5.2% |
| NB Crossroads Fund Xxii Manager not matched · Mutual fund | $3.3M | 4.1% |
| Change in assumptions Manager not matched · Other | $2.3M | 2.8% |
| 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 |
52 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
52 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 10 of 17 by compensation.
| Provider | Compensation |
|---|---|
THE SEGAL COMPANY6 years Filed as: SEGAL Service code 11 · EIN 14-1835864 Actuarial | $141,380 |
WEDGE CAPITAL MANAGEMENT5 years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 51 · EIN 56-1557450 Investment Mgmt Fees | $117,316 |
WARD FISHER & COMPANY10+ years Filed as: WARD, FISHER AND COMPANY, LLP Service code 10 · EIN 05-0234540 Accounting | $94,925 |
L.PORRECA10+ years Service code 35 · EIN 05-6049538 Direct payment from the plan; Employe... | $69,974 |
RODIO & URSILLO10+ years Filed as: RODIO AND URSILLO, LTD Service code 29 · EIN 05-0398359 Legal | $61,280 |
BRANDES INVESTMENT PARTNERS10+ years Filed as: BRANDES INVESTMENT PARTNERS LLC Service code 51 · EIN 33-0704072 Investment Mgmt Fees | $57,065 |
BNY MELLON4 years Filed as: BNY MELLON INVESTMENT ADVISER, INC. Service code 28 · EIN 13-5673135 Investment Management | $49,540 |
ZENITH AMERICAN SOLUTIONS8 years Service code 14 8 FAIRFIELD BLVD., STE. 105 · WALLINGFORD, CT 06492 Plan Administrator | $48,500 |
Filed as: GROSVENOR CAPITAL MANAGEMENT, L.P. Service code 28 · EIN 36-3795985 Investment Management | $43,079 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 51 · EIN 13-2646110 Investment Mgmt Fees | $40,000 |
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 |
|---|---|---|
Steven R. Loomis, Asa, Fca, Maaa Segal 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