Filings through .
1 of 17 flags tripped on the 2025 filing.
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.
$1.9M in admin expenses, $2162 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
31 funds of $250K or more; 49 lines in all, holding $192M of the plan's $206M. Recordkeeper: Basil Castrovinci Associates.
| Fund | Dollars | % of funds% |
|---|---|---|
| Longview Large Cap 500 Index Fund Manager not matched · Collective trust Index | $40.1M | 20.9% |
| Amalgamated Bank LV Large Cap Manager not matched · Other | $31.3M | 16.3% |
| LV Large Cap Manager not matched · Other | $20.4M | 10.6% |
| Limited Partnership - Real Estate Manager not matched · Mutual fund | $13.8M | 7.2% |
| Columbia Threadneedle Small / Mid Cap Core Equity Ameriprise (Columbia Threadneedle) · Other | $12.6M | 6.5% |
| Principal Financial US Property Separate Account (PSA) Principal · Separate account | $12.0M | 6.3% |
| Ullico Infrastructure Tax-Exempt Fund, LP Ullico · Mutual fund | $7.7M | 4.0% |
| Grosvenor Capital Grosvenor Institutional Partners LP (PTR) Limited Partnership Manager not matched · Other | $7.7M | 4.0% |
| SEI Trust Schroder International Equity SEI · Collective trust | $7.3M | 3.8% |
| Credit Solutions Viii (PTR) Manager not matched · Other | $6.9M | 3.6% |
| 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 |
39 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 3 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighFunds RBC Global Asset Management International Equity Fund to SEI Trust Schroder International Equity | $12.7M to $7.3M |
| DroppedMFS Intermediate Inc Trust | $412K |
| DroppedInsight Select Income Fund | $288K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 1 rename.
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.
39 more lines and 1 more change 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 18 by compensation.
| Provider | Compensation |
|---|---|
AMERICAN FUNDS11+ years Filed as: CRESCENT CAPITAL Service code 51 · EIN 45-5287411 11100 SANTA MONICA BLVD · LOS ANGELES, CA 90025 Investment Mgmt Fees | $797,011 |
Filed as: BOYD WATTERSON GSA FUND Service code 51 · EIN 45-2061717 1801 EAST 9TH STREET · CLEVELAND, OH 44114 Investment Mgmt Fees | $174,543 |
BASIL CASTROVINCI ASSOCIATES INC11+ years Service code 14 · EIN 13-2831500 36 HOPATCHUNG ROAD · HOPATCONG, NJ 07843 Plan Administrator | $167,528 |
ULLICO7 years Filed as: ULLICO INFRASTRUCTURE FUND Service code 51 · EIN 90-0622302 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 Investment Mgmt Fees | $145,709 |
KARPUS INVESTMENT MANAGEMENT11+ years Service code 51 · EIN 16-1290558 183 SULLYS TRAIL · PITTSFORD, NY 14534 Investment Mgmt Fees | $86,532 |
Filed as: COLUMBIA THREADNEEDLE Service code 51 · EIN 35-2616036 115 S LASALLE STREET · CHICAGO, IL 60603 Investment Mgmt Fees | $70,134 |
DAVID A GERSON CPA & ASSOC PC11+ years Service code 10 · EIN 22-3163246 201 W PASSAIC ST · ROCHELLE PARK, NJ 07662 Accounting | $55,309 |
BASIL CASTROVINCI ASSOCIATES INC11+ years Filed as: BASIL CASTROVINCI ASSOCIATES Service code 11 · EIN 13-2831500 36 HOPATCHUNG ROAD · HOPATCONG, NJ 07843 Actuarial | $53,401 |
Filed as: IRONSIDES OPPORTUNITIES FUND II Service code 51 · EIN 86-1449418 300 BRICKSTONE SQUARE · ANDOVER, MA 01810 Investment Mgmt Fees | $50,690 |
Service code 51 · EIN 86-1418049 300 BRICKSTONE SQUARE · ANDOVER, MA 01810 Investment Mgmt Fees | $50,403 |
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 |
|---|---|---|
Brian J. Thomas Basil Castrovinci 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.
4 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025