Filings through .
3 of 18 flags tripped on the 2025 filing.
Possible retail share class: $42K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
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.
$374K in admin expenses, $482 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 $42K of the plan's $22.7M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan 100% US Treasury Money Market Money Market Fund JPMorgan · Money market | $42K | 100.0% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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.
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 7 by compensation.
| Provider | Compensation |
|---|---|
ANITA SIMONELLI7 years Service code 30 · EIN 13-2851614 Employee (plan); Direct payment from ... | $94,780 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 Advisory (Plan) | $77,301 |
FRIEDMAN & ANSPACH5 years Service code 29 1500 BROADWAY · NEW YORK, NY 10036 Legal | $36,000 |
FIRST ACTUARIAL CONSULTING, INC.11+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM Service code 11 · EIN 26-3842522 Actuarial | $26,000 |
LUCY GEHA6 years Service code 10 · EIN 13-2851614 Accounting | $22,756 |
CALIBRE CPA GROUP PLLC9 years Service code 10 · EIN 47-0900880 Accounting | $20,000 |
AMALGAMATED BANK8 years Service code 19 · EIN 13-4920330 Securities Custodian | $6,375 |
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