Filings through .
Filed December 20, 2000
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
CITRIN COOPERMAN4 years Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 10 · EIN 22-2428965 | Accounting | $25,890 |
Service code 12 · EIN 13-3689044 | Investment management; Float revenue;... | $20,040 |
Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES9 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
20 funds of $250K or more; 22 lines in all, holding $56.5M of the plan's $59.1M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| ClearBridge Large Cap Growth Fund Class A Franklin Templeton · Mutual fund Possible retail class A | $9.6M | 16.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $8.5M | 15.0% |
| Putnam Sustainable Leaders Fund Class A Shares Franklin Templeton · Mutual fund Possible retail class A | $6.0M | 10.6% |
| ClearBridge Large Cap Value Fund Class A Franklin Templeton · Mutual fund Possible retail class A | $5.8M | 10.2% |
| Putnam Funds-Putnam S & P 500 Index Fund Y Franklin Templeton · Collective trust Index | $4.0M | 7.1% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $3.8M | 6.8% |
| Spirit of America Energy A Manager not matched · Mutual fund Possible retail class A | $3.4M | 6.0% |
| Growth A Spirit of America Large Cap Value A Manager not matched · Mutual fund Possible retail class A | $2.1M | 3.8% |
| Putnam Global Health Care Fund Class A Shares Franklin Templeton · Mutual fund Possible retail class A | $2.0M | 3.6% |
| Putnam Core Equity Fund Class A Franklin Templeton · Mutual fund Possible retail class A | $1.9M | 3.4% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.