Filings through .
3 of 18 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
$417K in admin expenses, $259 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
15 funds of $250K or more; 33 lines in all, holding $24.8M of the plan's $27.8M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock Low Duration Bond Portfolio BlackRock · Mutual fund | $3.7M | 15.0% |
| Vangaurd 500 Index Fund - Admiral Manager not matched · Mutual fund Index | $3.2M | 12.7% |
| Vangaurd Short Term Govt Bond Index Manager not matched · Mutual fund Index | $2.7M | 11.0% |
| Item 1c Mutual funds: Putnam Large Cap Value Franklin Templeton · Mutual fund | $2.5M | 10.2% |
| Cohen Steers Preferred Sec Inc I Cohen & Steers · Mutual fund | $1.8M | 7.1% |
| Vangaurd Developed Markets Index Manager not matched · Mutual fund Index | $1.5M | 6.1% |
| Vangaurd Real Estate Index Adm Manager not matched · Mutual fund Index | $1.3M | 5.4% |
| Vangaurd Interm TM Govt Bond Index Manager not matched · Mutual fund Index | $1.3M | 5.4% |
| Vangaurd Mid Cap Index Fund-Admiral Manager not matched · Mutual fund Index | $1.3M | 5.3% |
| Vangaurd Intern TM Corp. Bond Index Manager not matched · Mutual fund Index | $1.1M | 4.3% |
| 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 |
23 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
23 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 9 by compensation.
| Provider | Compensation |
|---|---|
Service code 49 · EIN 51-6106510 Other Services | $57,934 |
Filed as: CBIZ RPS Service code 11 · EIN 31-1582098 Actuarial | $57,270 |
Filed as: KEYSTONE 74 BENEFITS AND ADMIN Service code 11 3031B WALTON ROAD · PLYMOUTH MEETING, PA 19462 Actuarial | $52,225 |
PRAGER METIS CPAS, LLC7 years Service code 10 · EIN 06-1667465 Accounting | $32,981 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 28 · EIN 20-8764829 Investment Management | $32,083 |
NOVAK FRANCELLA LLC7 years Service code 10 · EIN 61-1436956 Accounting | $23,676 |
SPIVAK LIPTON LLP4 years Filed as: SPIVAK, LIPTON, WATANABE & MOSS LLP Service code 29 · EIN 13-3494495 Legal | $19,549 |
US BANK3 years Service code 21 · EIN 31-0841368 Bank Trustee | $11,582 |
STETSON CYBERGROUP INC.1 year Service code 49 80 ARKAY DR SUITE 210 · HAUPPAUGE, NY 11788 Other Services | $7,638 |
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 |
|---|---|---|
Bryan McCormick KBA74 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.
10 filings · 2016 to 2025