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.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
Wind-down / frozen
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.
Recently cancelled plan
Plan reported a final filing / termination within the last year.
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.
$2.1M in admin expenses.
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
2 funds of $250K or more; 3 lines in all, holding $45.8M of the plan's $60.5M. Recordkeeper: SEI.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fixed Income Mutual Funds SEI Intermediate Duration Credit Fund Class A SEI · Mutual fund Recordkeeper's own fund | $35.6M | 77.6% |
| SEI Long Duration Credit A SEI · Mutual fund Recordkeeper's own fund | $10.3M | 22.4% |
| Money Market Funds SEI Government Fund LDI SEI · Money market Recordkeeper's own fund | $859 | <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 5 by compensation.
| Provider | Compensation |
|---|---|
WILLIS TOWERS WATSON US LLC7 years Service code 11 · EIN 53-0181291 Actuarial | $591,040 |
CONRAD SIEGEL5 years Service code 49 · EIN 23-1669823 Other Services | $58,633 |
SEI PRIVATE TRUST COMPANY11+ years Filed as: SEI PRIVATE TRUST CO Service code 15 · EIN 06-1271230 Recordkeeping | $51,096 |
CHERRY BEKAERT LLP1 year Service code 10 · EIN 56-0574444 Accounting | $47,000 |
BALLARD SPAHR LLP2 years Service code 29 · EIN 23-0382195 Legal | $8,736 |
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 2025 filing.
Filed October 18, 2004.
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