Filings through .
2 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
$1.4M in admin expenses, $1194 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
6 funds of $250K or more; 11 lines in all, holding $119M of the plan's $117M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Assets Reported by Bank of New York M ellon BNY · Other | $115M | 96.3% |
| Assumption Change Manager not matched · Other | $1.8M | 1.5% |
| Plan Change Manager not matched · Other | $973K | 0.8% |
| Method Change Manager not matched · Other | $510K | 0.4% |
| Hertz Manager not matched · Other | $500K | 0.4% |
| Outstanding Years Amortization Established Base Type Balance R Manager not matched · Other | $283K | 0.2% |
| Experience Loss Manager not matched · Other | $172K | 0.1% |
| Ralph Giordano Funeral Manager not matched · Other | $80K | <0.1% |
| A&T Funeral Home Manager not matched · Other | $17K | <0.1% |
| Tunnel Barrel and Drum Manager not matched · Other | $6K | <0.1% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
1 more fund in this lineup: name, manager, vehicle, dollars and share are on Pro.
1 more line in this lineup is 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 17 by compensation.
| Provider | Compensation |
|---|---|
PROSKAUER ROSE LLP11+ years Service code 29 · EIN 13-1840454 Legal | $369,845 |
JP MORGAN1 year Filed as: JP MORGAN INVESTMENT MGMT INC. Service code 28 · EIN 13-3200244 Investment Management | $76,456 |
DEBORAH DANNER5 years Service code 30 · EIN 13-6594795 Employee (plan) | $55,884 |
O'SULLIVAN ASSOCIATES4 years Service code 11 · EIN 20-8199367 Actuarial | $41,075 |
CALIBRE CPA GROUP PLLC9 years Service code 10 · EIN 47-0900880 Accounting | $40,009 |
BNY MELLON7 years Filed as: THE BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 Securities Custodian | $39,981 |
C & R CONSULTING, INC.4 years Filed as: C AND S CONSULTING Service code 20 · EIN 87-2270288 Trustee (individual); Direct payment ... | $38,400 |
COUNSEL ADVISORS, INC.2 years Service code 20 · EIN 93-2423182 Trustee (individual); Direct payment ... | $38,400 |
GLENN ZARR4 years Service code 30 · EIN 13-6594795 Employee (plan) | $32,134 |
SHANAE JOHNSON5 years Service code 30 · EIN 13-6594795 Employee (plan) | $31,101 |
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 |
|---|---|---|
Vincent Regalbuto O'Sullivan Associates, 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