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5 funds of $250K or more; 7 lines in all, holding $6.6M of the plan's $10.9M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| SPDR S&P 500 ETF Trust State Street (SSgA) · Collective trust Index | $2.7M | 41.2% |
| e) Current Cash and cash reserves Merrill Lynch BLF FedFund Cash Reserve Manager not matched · Money market | $1.6M | 23.9% |
| RW Manager not matched · Other | $876K | 13.3% |
| Morrison BD, LLC Manager not matched · Other | $803K | 12.2% |
| TD Manager not matched · Other | $524K | 7.9% |
| Pointe Apartments Owner, LLC Manager not matched · Other | $84K | 1.3% |
| Opportunity Select Fund I, LLC Manager not matched · Mutual fund | $17K | 0.3% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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.