Filings through .
2 of 17 flags tripped on the 2025 filing.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
$1.6M in admin expenses, $867 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
16 funds of $250K or more; 17 lines in all, holding $122M of the plan's $227M. Recordkeeper: Fabian & Byrn.
| Fund | Dollars | % of funds% |
|---|---|---|
| Corbin Erisa Opportunity Fund, LP Manager not matched · Mutual fund | $21.0M | 17.1% |
| 1c Common collective trusts: Longview Largecap 500 Index Fund Manager not matched · Collective trust Index | $20.0M | 16.3% |
| Growth Index Non- Lending Fund Manager not matched · Collective trust Index | $19.9M | 16.2% |
| U.S. Real Estate Investment Fund, LLC Manager not matched · Mutual fund | $18.8M | 15.3% |
| Item 1c - Limited partnerships: ARA Core Property Fund LP Manager not matched · Mutual fund | $16.4M | 13.4% |
| First Eagle International Value Fund First Eagle · Mutual fund | $12.6M | 10.3% |
| Hamilton Lane Secondary Feeder Fund V-A LP Manager not matched · Mutual fund | $5.1M | 4.2% |
| Hamilton Lane Secondary Fund VI-B LP Manager not matched · Mutual fund | $4.6M | 3.7% |
| JP Morgan 100% US Treasury Money Market Fund MMA JPMorgan · Money market | $1.2M | 0.9% |
| JPMorgan Prime Money Market Fund JPMorgan · Money market | $652K | 0.5% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedU.S. Small Cap Portfolio - Institutional Class | $16.8M |
| AddedThe Charles Schwab Corporation | $543K |
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.
7 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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 of 16 by compensation.
| Provider | Compensation |
|---|---|
Service code 28 · EIN 11-3786306 Investment Management | $249,885 |
AMERICAN REALTY ADVISORS10+ years Service code 28 · EIN 33-0123114 Investment Management | $187,663 |
HAMILTON LANE ADVISORS, LLC3 years Filed as: HAMILTON LANE ADVISORS LLC Service code 28 · EIN 23-2962336 Investment Management | $118,320 |
SEI INVESTMENTS11+ years Filed as: COOKE & BIELER, L.P. Service code 51 · EIN 23-3082822 Investment Mgmt Fees | $112,521 |
FIRST EAGLE INVESTMENTS2 years Filed as: FIRST EAGLE INVESTMENT MANAGEMENT Service code 28 · EIN 57-1156902 Investment Management | $102,934 |
MILLIMAN, INC.11+ years Service code 11 · EIN 91-0675641 Actuarial | $99,129 |
CHARTWELL INVESTMENT PARTNERS11+ years Service code 28 · EIN 36-4776242 Investment Management | $88,934 |
INVESTMENT PERFORMANCE SERVICES11+ years Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 19 · EIN 58-2432390 Securities Custodian | $85,000 |
Filed as: HARDMAN JOHNSTON GLOBAL ADV Service code 28 · EIN 13-3257590 Investment Management | $84,059 |
EPSTEIN BECKER & GREEN PC11+ years Service code 29 · EIN 13-3031033 Legal | $72,019 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Abby Kendig Millman, Inc. 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