Filings through .
Filed September 19, 2006 (most recent of 3 filings on file)
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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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Service code 19 · EIN 26-4310632 | Securities Custodian | $109,272 |
COMMUNITY BANK, NA10+ years Filed as: COMMUNITY BANK, N.A. Service code 21 · EIN 15-0436580 | Bank Trustee | $6,250 |
9 funds of $250K or more; 33 lines in all, holding $6.5M of the plan's $7.5M. From the 2024 filing. Recordkeeper: Morgan Stanley.
| Fund | Dollars | % of funds% |
|---|---|---|
| Westwood Broadmark Tactical Growth Fund Institutional Shares Westwood · Mutual fund | $495K | 7.6% |
| BlackRock Global Allocation Fund BlackRock · Mutual fund | $479K | 7.4% |
| International Value Fund Manager not matched · Mutual fund | $459K | 7.1% |
| Blackrock Advantage Global Fund, Inc. BlackRock · Mutual fund | $440K | 6.8% |
| Hartford Schroder Emerging Market Equity Fund Class I Hartford Funds · Mutual fund | $407K | 6.2% |
| AB High Income Fund INC Advisor Class AllianceBernstein · Mutual fund | $361K | 5.5% |
| Eupac Fund (F2) Capital Group · Mutual fund | $309K | 4.8% |
| Virtus Duff & Phelps Water Fund Institutional Class Virtus · Mutual fund | $303K | 4.7% |
| Columbia Large Cap Growth Opportunity Fund Institutional Class Ameriprise (Columbia Threadneedle) · Mutual fund | $271K | 4.2% |
| Money Market Portfolio Morgan Stanley · Money market Recordkeeper's own fund | $249K | 3.8% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
William H. Stuart, A.S.A., E.A. Bpas Actuarial & Pension Services Schedule SB | Schedule SB | Pro |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.