Filings through .
1 of 17 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant 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.
$3.5M in admin expenses, $393 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 8 by compensation.
| Provider | Compensation |
|---|---|
ALIGHT SOLUTIONS LLC4 years Service code 15 · EIN 82-1061233 Recordkeeping | $488,410 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 28 · EIN 20-1733361 Investment Management | $389,341 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY INVESTMENT MGMT Service code 28 · EIN 13-3040307 Investment Management | $326,434 |
LOOMIS SAYLES10+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 Investment Mgmt Fees | $187,961 |
WILLIS TOWERS WATSON US LLC9 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 Advisory (Plan) | $169,081 |
KENNEDY CAPITAL MANAGEMENT3 years Filed as: KENNEDY CAPITAL MANAGEMENT LLC Service code 28 · EIN 43-1225960 Investment Management | $128,278 |
PRINCIPAL FINANCIAL GROUP4 years Filed as: PRINCIPAL TRUST CO. Service code 18 · EIN 51-0099493 Direct payment from the plan; Custodi... | $105,994 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 Actuarial | $70,881 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
3 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Kurtt a Richman, F.S.A., E.A. Willis Towers Watson US LLC Schedule SB | Schedule SB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
Filed June 15, 2009 (most recent of 3 filings on file).
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
5 contacts
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025