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.
$551K in admin expenses, $385 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
8 funds hold $82.3M of the plan's $83.9M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| LongView LargeCap 500 Index Fund Manager not matched · Mutual fund Index | $33.1M | 40.3% |
| Longview Core Bond Fund Manager not matched · Collective trust | $31.9M | 38.7% |
| LongView Large cap Manager not matched · Other | $5.6M | 6.8% |
| BNY Dreyfus Government Cash Management BNY · Money market | $4.1M | 5.0% |
| Ullico Infrastructure Tax Exempt Fund L.p. Ullico · Mutual fund | $3.0M | 3.6% |
| Longview Mid Cap 400 Index Fund Manager not matched · Mutual fund Index | $2.6M | 3.1% |
| Limited Partnerships: Crescent Credit Solutions Viiia-2, L.P Manager not matched · Other | $1.6M | 2.0% |
| Participants loans: Participants loans Manager not matched · Other | $402K | 0.5% |
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 10 by compensation.
| Provider | Compensation |
|---|---|
DRYWALL TAPERS INSURANCE FUND11+ years Service code 36 · EIN 13-3562352 Participant communication; Copying an... | $286,638 |
AMERICAN FUNDS3 years Filed as: CRESCENT CAPITAL GROUP Service code 28 · EIN 27-2698206 Investment Management | $49,378 |
AMALGAMATED BANK11+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 28 · EIN 13-4920330 Investment Management | $46,657 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 Investment Management | $42,887 |
NOVAK FRANCELLA LLC2 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 Accounting | $30,500 |
REYNOLDS CONSULTING SERVICES4 years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 Advisory (Plan) | $25,000 |
MARSHALL & MOSS PAYROLL COMPLIANCE11+ years Filed as: MARSHALL & MOSS, PAYROLL COMPLIANCE Service code 10 · EIN 04-3652965 Accounting | $23,582 |
MARSHALL & MOSS PAYROLL COMPLIANCE11+ years Filed as: MARSHALL & MOSS, LLP Service code 10 · EIN 11-3360166 Accounting | $22,837 |
BARNES, IACCARINO & SHEPHERD LLP10+ years Filed as: BARNES IACCARINO & SHEPHERED LLP Service code 29 · EIN 26-3858697 Legal | $15,000 |
THE SEGAL COMPANY7 years Filed as: SEGAL CONSULTING Service code 16 · EIN 13-1835864 Consulting | $7,500 |
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