Filings through .
1 of 17 flags tripped on the 2025 filing.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
$659K in admin expenses, $448 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 9 by compensation.
| Provider | Compensation |
|---|---|
BASIL CASTROVINCI ASSOCIATES INC11+ years Filed as: BASIL CASTROVINCI ASSOCIATES Service code 14 · EIN 13-2831500 36 HOPATCHUNG RD · HOPATCONG, NJ 07843 Plan Administrator | $97,200 |
INVESTMENT CONSULTING SERVICES, LLC11+ years Service code 27 · EIN 32-0016703 2215 YORK ROAD SUITE 206 · OAK BROOK, IL 60523 Advisory (Plan) | $91,717 |
Filed as: SEIX INVESTMENT ADVISORS LLC Service code 28 · EIN 95-4191764 1 MAYNARD DRIVE 3200 · PARK RIDGE, NJ 07656 Investment Management | $84,843 |
Filed as: MACQUARIE Service code 28 125 WEST 55TH STREET · NEW YORK, NY 10019 Investment Management | $69,865 |
MILLIMAN, INC.2 years Service code 11 · EIN 91-0675641 ONE PENNSYLVANIA PLAZA · NEW YORK, NY 10119 Actuarial | $60,000 |
SUN LIFE FINANCIAL2 years Filed as: SLC MANAGEMENT Service code 28 500 FIFTH AVENUE SUITE 2500 · NEW YORK, NY 10110 Investment Management | $55,026 |
AMALGAMATED BANK11+ years Service code 19 · EIN 13-1566077 10 EAST 14TH STREET · NEW YORK, NY 10003 Securities Custodian | $30,456 |
Service code 10 · EIN 13-3082707 192 LEXINGTON AVE · NEW YORK, NY 10016 Accounting | $25,000 |
MANNING & RUSSO LLC11+ years Filed as: MANNING AND RUSSO, LLC Service code 29 · EIN 06-1478265 65 PONDFIELD RD 10 · BRONXVILLE, NY 10708 Legal | $24,000 |
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.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Abby L Kendig Milliman Schedule MB | Schedule MB |
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.
3 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025