Filings through .
4 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return 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.
Wind-down / frozen
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.
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.
$357K in admin expenses, $358 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
8 funds of $250K or more; 10 lines in all, holding $20.1M of the plan's $22.3M. Recordkeeper: Bank of America (Merrill).
| Fund | Dollars | % of funds% |
|---|---|---|
| LongView LargeCap 500 Index Fund Manager not matched · Mutual fund Index | $5.7M | 28.5% |
| Prudential Stable Value Fund Prudential (PGIM) · Insurance contract | $5.4M | 26.9% |
| Longview M Idcap 400 Index Fund Manager not matched · Mutual fund Index | $2.5M | 12.2% |
| Boyd Watterson GSA Fund LP Manager not matched · Mutual fund | $1.8M | 9.1% |
| Blackrock M Sci ACWI Ex-Us Class R BlackRock · Mutual fund | $1.7M | 8.6% |
| Longview Core Bond Fund Manager not matched · Mutual fund | $1.2M | 5.9% |
| Securities Held BY AM Algam Ated Bank Manager not matched · Other | $1.1M | 5.7% |
| Principal Real Estate Inv US Property Separate Acct Principal · Mutual fund | $609K | 3.0% |
| Attachment to 2024 Form Manager not matched · Other | $6K | <0.1% |
| Mutual Fund Unified Ser TR Absolute Conv AR Manager not matched · Mutual fund | $1K | <0.1% |
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 |
|---|---|
PROSKAUER ROSE LLP10+ years Filed as: PROSKAUER ROSE Service code 29 · EIN 13-3866122 Legal | $90,374 |
C & R CONSULTING, INC.10+ years Filed as: C&R CONSULTING Service code 13 · EIN 13-3935364 Contract Administrator | $60,000 |
CALIBRE CPA GROUP PLLC7 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 Accounting | $33,826 |
STUART GRABOIS6 years Service code 20 1400 OLD COUNTRY ROAD SUITE 406 · WESTBURY, NY 11590 Trustee (individual); Direct payment ... | $30,000 |
REYNOLDS CONSULTING SERVICES7 years Filed as: REYNOLDS CONSULTING SERVICE Service code 27 · EIN 20-1899564 Advisory (Plan) | $28,922 |
Service code 11 · EIN 26-3842522 Actuarial | $25,000 |
BANK OF AMERICA10+ years Service code 15 · EIN 94-1687665 Recordkeeping | $11,321 |
TOCQUEVILLE ASSET MANAGEMENT7 years Service code 28 · EIN 13-3547557 Investment Management | $9,398 |
AMALGAMATED BANK4 years Service code 19 · EIN 13-4920330 Securities Custodian | $4,353 |
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.
2 contacts
10 filings · 2016 to 2025