Filings through .
2 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$1.4M in admin expenses, $997 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
14 funds of $250K or more; 22 lines in all, holding $84.8M of the plan's $139M. Recordkeeper: Bridgeway Benefit Technologies.
| Fund | Dollars | % of funds% |
|---|---|---|
| Growth Index Fund Manager not matched · Mutual fund Index | $18.7M | 22.1% |
| U.S. Real Estate Investment Fund, LLC Manager not matched · Mutual fund | $11.3M | 13.3% |
| Opportunistic hedge fund of funds - limited partnerships: Corbin Erisa Opportunity Fund, L.P. Manager not matched · Mutual fund | $11.0M | 13.0% |
| Value Index Fund Manager not matched · Mutual fund Index | $9.9M | 11.7% |
| fixed income: Segall Bryant & Hamill Quality High Yield Trust Fund Segall Bryant & Hamill · Collective trust | $6.3M | 7.5% |
| GCM Grosvenor Secondary Opportunities Fund II, L.P. Manager not matched · Mutual fund | $6.3M | 7.4% |
| GCM Grosvenor Secondary Opportunities Fund III, L.P. Manager not matched · Mutual fund | $5.6M | 6.5% |
| Asb Allegiance Real Estate Fund ASB Capital Management · Collective trust | $4.8M | 5.7% |
| Limited partnerships - real estate: Boyd Watterson State Government Fund, LP Manager not matched · Mutual fund | $3.5M | 4.1% |
| private credit: WaCap-O Direct Lending Fund Unlevered Feeder LLC Manager not matched · Collective trust | $2.3M | 2.7% |
| 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 |
12 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
12 more lines 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 22 by compensation.
| Provider | Compensation |
|---|---|
INTERCONTINENTAL7 years Filed as: INTERCONTINENTAL R/E CORP Service code 28 · EIN 04-2895544 Investment Management | $137,600 |
LOOMIS SAYLES5 years Filed as: THE LOOMIS, SAYLERS & CO., LP Service code 28 · EIN 04-3200030 Investment Management | $118,017 |
INVESTMENT PERFORMANCE SERVICES10+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432392 Advisory (Plan) | $108,033 |
NOVAK FRANCELLA LLC10+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 Accounting | $99,572 |
Service code 28 · EIN 13-3257590 Investment Management | $98,741 |
JOE MOSKAUSKI9 years Service code 30 · EIN 23-1972409 Recordkeeping fees; Employee (plan) | $89,119 |
RAE GROUP LLC4 years Service code 11 · EIN 83-4646394 Actuarial | $82,172 |
Service code 50 · EIN 52-1796473 Direct Payment | $74,710 |
JOANN PROCOPIO10+ years Service code 30 · EIN 23-1578380 Employee (plan); Recordkeeping fees | $43,525 |
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 Recordkeeping | $39,576 |
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.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Boris Vaynblat, FSA, Maaa Rae Group LLC 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.
3 contacts
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025