Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.7+ years Service code 13 · EIN 13-3745616 | Contract Administrator | $22,915,307 |
A&M CAPITAL1 year Filed as: A&M CAPITAL OPP FUND Service code 28 · EIN 45-2333989 | Investment Management | $5,741,478 |
BLACKSTONE1 year Filed as: BLACKSTONE TACTICAL OPP FD Service code 28 · EIN 80-0843688 | Investment Management | $2,264,973 |
THE CARLYLE GROUP1 year Filed as: CARLYLE REALTY PARTNERS Service code 28 · EIN 52-1988385 | Investment Management | $1,554,246 |
PWP GROWTH1 year Filed as: PWP GROWTH EQUITY FUND Service code 28 · EIN 37-1731370 | Investment Management | $1,115,682 |
GOLDMAN SACHS1 year Filed as: OAK HILL CAPITAL PARTNERS IV Service code 28 · EIN 98-1226036 | Investment Management | $852,479 |
Filed as: ICG N Service code 28 · EIN 35-2625727 | Investment Management | $841,277 |
GOLDMAN SACHS1 year Filed as: TRILANTIC CAPITAL PARTNERS VIPARALL Service code 28 · EIN 26-4600839 | Investment Management | $830,289 |
GOLDPOINT PARTNERS LLC1 year Filed as: GOLDPOINT PARTNERSCO-INVESTMENT Service code 28 · EIN 82-0870398 | Investment Management | $755,129 |
NUVEEN1 year Filed as: NUVEEN REAL ESTATE U.S. STRATEGIC I Service code 28 · EIN 81-2429791 | Investment Management | $688,837 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $788,447-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -8.66% | -14.80%+6.1pp | -3.21%-5.4pp | -14.80%+6.1pp |
| Employer contribution / active EE | $20,818 | $8,996+131.4% | $46,019-54.8% | $8,996+131.4% |
| Participant deferral / active EE | $0 | $455-100.0% | $31-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $46,258-100.0% | - |