Filings through .
Filed January 28, 2004 (most recent of 4 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 |
|---|---|---|
NOTTINGHAM ADVISORS2 years Filed as: NOTTINGHAM ADVISORS, INC. Service code 28 · EIN 16-1133372 | Investment Management | $61,748 |
BPAS7 years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $49,166 |
NOTTINGHAM ADVISORS2 years Filed as: NOTTINGHAM TRUST Service code 19 · EIN 16-1213679 | Securities Custodian | $13,863 |
9 funds of $250K or more; 19 lines in all, holding $9.2M of the plan's $18.7M. From the 2025 filing. Recordkeeper: Pentegra Services.
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares Core MSCI EAFE ETF BlackRock · ETF Index | $1.7M | 18.0% |
| SPDR S&P 500 State Street (SSgA) · ETF Index | $1.5M | 16.9% |
| SPDR Portfolio S&P 500 Growth State Street (SSgA) · ETF Index | $1.1M | 11.5% |
| SPDR Portfolio S&P 500 Value State Street (SSgA) · ETF Index | $1.0M | 11.1% |
| Jpmorgan Equity Premium Inc JPMorgan · Mutual fund | $842K | 9.2% |
| iShares Core MSCI Emerging Markets ETF BlackRock · ETF Index | $583K | 6.4% |
| SPDR Mid Cap ETF State Street (SSgA) · ETF Index | $475K | 5.2% |
| Ishares TR Barclys Mbs BD BlackRock · ETF Index | $409K | 4.5% |
| SPDR Portfolio Small Cap ETF State Street (SSgA) · ETF Index | $326K | 3.6% |
| Avantis Emerging Markets Equity Fund American Century · Mutual fund | $212K | 2.3% |
Covers 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Aaron Fields, FSA, Ea, Maaa Bpas Actuarial & Pension Services Schedule SB | Schedule SB | Pro |
Annual investment return 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.