Filings through .
3 of 17 flags tripped on the 2025 filing.
High cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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.
$61K in admin expenses, $627 per participant (all participants, line 6f).
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
BASIL CASTROVINCI ASSOCIATES INC11+ years Filed as: BASIL CASTROVINCI ASSOCIATES, INC Service code 11 · EIN 13-2831500 36 HOPTACHUNG ROAD · HOPATCONG, NJ 07843 Actuarial | $33,876 |
FITZSIMMONS ABRAMS, LLP1 year Filed as: FITZSIMMONS ABRAMS LLP Service code 10 · EIN 13-2858927 7600 JERICHO TPKE SUITE 210 · WOODBURY, NY 11797 Accounting | $14,535 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER AND TIDEWELL LLP Service code 10 · EIN 75-0786316 4400 POST OAK PARKWAY SUITE 1100 · HOUSTON, TX 77027 Accounting | $12,176 |
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