Filings through .
1 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$124K in admin expenses, $180 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
2 funds of $250K or more; 10 lines in all, holding $2.6M of the plan's $17.0M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| SPDR Portfolio S&P 500 ETF State Street (SSgA) · ETF Index | $1.4M | 55.4% |
| Cash and money market accounts in various institutions Manager not matched · Money market | $337K | 12.9% |
| iShares Russell 2000 ETF BlackRock · ETF Index | $184K | 7.1% |
| iShares Core S&P Mid-Cap ETF BlackRock · ETF | $171K | 6.6% |
| Wisdomtree U.S. Largecap Divid Fund ETF Manager not matched · ETF | $168K | 6.4% |
| iShares Russell 1000 Value ETF BlackRock · ETF Index | $136K | 5.2% |
| iShares Russell 2000 Value ETF BlackRock · ETF Index | $57K | 2.2% |
| iShares Russell Mid-Cap Value ETF BlackRock · ETF | $56K | 2.2% |
| Prologis Inc Com Manager not matched · Mutual fund | $37K | 1.4% |
| Crown Castle Inc REIT Manager not matched · Mutual fund | $17K | 0.7% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedCash and money market accounts in various institutions | $337K |
Stable value and insurance contract lines, renames and class changes are not counted.
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.
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 2 by compensation.
| Provider | Compensation |
|---|---|
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICES Service code 28 299 PARK AVENUE, 25TH FLOOR · NEW YORK, NY 10171-0002 Investment Management | $109,854 |
STRATEGIC PENSION SERVICES, LLC11+ years Service code 13 · EIN 14-1836262 P.O. BOX 767 · SELKIRK, NY 12158 Contract Administrator | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
Filed December 26, 2011 (most recent of 3 filings on file).
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
3 contacts
11 filings · 2015 to 2025