Filings through .
2 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.
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.
$433K in admin expenses, $405 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
9 funds of $250K or more; 48 lines in all, holding $21.4M of the plan's $33.8M. Recordkeeper: Morgan Stanley.
| Fund | Dollars | % of funds% |
|---|---|---|
| Ibew-Neca Equity Index Fund Manager not matched · Collective trust Index | $5.2M | 24.1% |
| Invesco S&P 500 Invesco · Mutual fund Index | $4.5M | 21.1% |
| Exchange traded funds: Vanguard Extended Market Vanguard · Mutual fund Index | $2.8M | 13.2% |
| Wcm Focused Intl Growth Fund L.p WCM Investment Management · Mutual fund | $1.8M | 8.5% |
| Equity mutual funds: Lazard Global Listed Infra. Portfolio Inst. Sh Lazard · Mutual fund | $1.7M | 8.0% |
| iShares:MSCI ACWI XUS BlackRock · ETF Index | $1.3M | 6.0% |
| iShares MSCI EAFE ETF BlackRock · ETF Index | $527K | 2.5% |
| Microsoft Manager not matched · Other | $372K | 1.7% |
| Amazon Manager not matched · Other | $277K | 1.3% |
| Morgan Stanley Private Bank NA Morgan Stanley · Other Recordkeeper's own fund | $249K | 1.2% |
| 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 |
38 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
38 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 by compensation.
| Provider | Compensation |
|---|---|
ZENITH AMERICAN SOLUTIONS9 years Filed as: ZENITH AMERICAN SOLUTIONS INC Service code 13 · EIN 52-1590516 Contract Administrator | $132,370 |
CARELLA BYRNE7 years Filed as: CARELLA,BYRNE,CECCHI,OLSTEIN,BRODY Service code 29 · EIN 22-2045935 Legal | $55,601 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 Actuarial | $55,263 |
Filed as: MORGAN STANLEY GRAYSTONE CONSULTING Service code 28 · EIN 26-4310632 Investment Management | $24,338 |
NOVAK FRANCELLA LLC10+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 Accounting | $20,600 |
WCM INVESTMENT MANAGEMENT6 years Service code 28 · EIN 95-3046237 Investment Management | $16,379 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 15 · EIN 20-8764829 Recordkeeping | $15,293 |
Service code 28 · EIN 13-2889432 Investment Management | $12,654 |
PNC BANK, N.A.3 years Filed as: PNC BANK, NA Service code 15 · EIN 22-1146430 Recordkeeping | $9,059 |
SUSANIN WIDMAN & BRENNAN PC10+ years Filed as: SUSANIN, WIDMAN & BRENNAN, PC Service code 29 · EIN 23-2265950 Legal | $5,124 |
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.
3 contacts
10 filings · 2016 to 2025