Filings through .
2 of 17 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$201K in admin expenses, $924 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
1 fund holds $65K of the plan's $14.5M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Dreyfus Govt Cash Mgmt BNY · Money market | $65K | 100.0% |
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 4 by compensation.
| Provider | Compensation |
|---|---|
BROMPTON SERVICES10+ years Service code 28 · EIN 27-2237989 Investment Management | $71,107 |
THE BENEFIT PRACTICE2 years Service code 11 · EIN 56-0906609 Actuarial | $67,000 |
BLOOMBERG FINANCE LP10+ years Filed as: BLOOMBERG FINANCE Service code 27 · EIN 06-1818168 Advisory (Plan) | $32,663 |
JANNEY MONTGOMERY SCOTT LLC10+ years Filed as: JANNEY MONTGOMERY SCOTT Service code 28 ONE WHITEHALL STREET 3RD FLOOR · NEW YORK, NY 10004-3602 Investment Management | $30,699 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Steve Schumpp, Asa, Ea The Benefit Practice Schedule SB | Schedule SB |
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