Filings through .
2 of 17 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$1.1M in admin expenses, $319 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
17 funds of $250K or more; 77 lines in all, holding $127M of the plan's $207M. Recordkeeper: Zenith American Solutions.
| Fund | Dollars | % of funds% |
|---|---|---|
| Empower Guaranteed Interest Account Empower · Insurance contract | $57.3M | 45.0% |
| Blackrock Strategic Income Opportunities Bond Fund BlackRock · Collective trust | $22.5M | 17.7% |
| Vanguard Institutional Total Stock Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $19.4M | 15.2% |
| Partnership/Joint Venture Interest: Boyd Watterson GSA Fund Manager not matched · Mutual fund | $14.5M | 11.4% |
| Vanguard Value Index Fund Institutional Shares Vanguard · Mutual fund Index | $2.1M | 1.7% |
| Jpmorgan Chase & CO JPMorgan · Mutual fund | $1.1M | 0.8% |
| International Business Machs Manager not matched · Other | $543K | 0.4% |
| Us Bancorp Manager not matched · Other | $528K | 0.4% |
| Invesco QQQ Trust Unit Ser 1 Invesco · Mutual fund | $522K | 0.4% |
| Hartford Insurance Group Inc Hartford Funds · Insurance contract | $386K | 0.3% |
| 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 |
67 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 2 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| AddedBlackrock Strategic Income Opportunities Bond Fund | $22.5M |
| DroppedPNC Bank Money Market Account | $1.4M |
| DroppedGoldman Sachs Group Inc Com | $500K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
67 more lines and 2 more changes 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 13 by compensation.
| Provider | Compensation |
|---|---|
OLD GLORY ASSET MANAGEMENT11+ years Filed as: OLD GLORY ASSET MANAGEMENT LLC Service code 28 · EIN 90-0065134 Investment Management | $242,433 |
BOYD WATTERSON ASSET MANAGEMENT10+ years Service code 28 · EIN 34-1922005 Investment Management | $180,885 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 28 · EIN 06-1050034 Investment Management | $162,588 |
Filed as: MARSHALL & MOSS ADMIN SERVICES Service code 13 1400 OLD COUNTRY ROAD, SUITE 406 · WESTBURY, NY 11590 Contract Administrator | $97,200 |
FOUNDRY PARTNERS8 years Filed as: FOUNDRY PARTNERS LLC Service code 28 1660 W. SECOND STREET, SUITE 910 · CLEVELAND, OH 44113 Investment Management | $59,037 |
QUAN-VEST CONSULTANTS, INC.11+ years Filed as: QUANVEST CONSULTANTS Service code 28 · EIN 11-2559669 Investment Management | $58,824 |
ATALANTA SOSNOFF11+ years Service code 28 · EIN 20-0461050 Investment Management | $45,289 |
AMALGAMATED BANK11+ years Service code 19 · EIN 13-4920330 Securities Custodian | $44,474 |
MSPC11+ years Service code 10 · EIN 22-2951202 Accounting | $44,178 |
WILLIAM ROTHBERG, ESQ.11+ years Filed as: WILLIAM ROTHBERG, P.C. Service code 29 · EIN 11-2715017 Legal | $35,007 |
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.
2 contacts
11 filings · 2015 to 2025