Filings through .
2 of 17 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant 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.
$175K in admin expenses, $1277 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
20 funds of $250K or more; 34 lines in all, holding $13.9M of the plan's $18.0M. Recordkeeper: Morgan Stanley.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Information Technology Index Fund ETF Shares Vanguard · ETF Index | $1.6M | 11.5% |
| iShares S&P 100 Index Fund BlackRock · ETF Index | $1.1M | 8.0% |
| The Financial Sel Sect SPDR FD (Xlf) State Street (SSgA) · ETF Index | $1.1M | 7.8% |
| Comm Serv Select Sector SPDR (XLC) State Street (SSgA) · ETF Index | $964K | 6.9% |
| Invesco QQQ Trust Series 1 Invesco · Collective trust | $778K | 5.6% |
| Pgim Short DUR Multi-Sect BND Z Prudential (PGIM) · Other | $615K | 4.4% |
| Vanguard Divident Appreciation Vanguard · Mutual fund | $615K | 4.4% |
| Cons Discret Sel Sect SPDR Fd (XLY) State Street (SSgA) · ETF Index | $604K | 4.4% |
| Unit Morgan Stanley Uncommon Values Morgan Stanley · Other Recordkeeper's own fund | $599K | 4.3% |
| Ishares S&P Midcap 400 Index (Ijh) BlackRock · ETF Index | $508K | 3.7% |
| 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 |
24 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
24 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 4 by compensation.
| Provider | Compensation |
|---|---|
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 19 · EIN 51-0116113 Securities Custodian | $67,095 |
CHEIRON6 years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 Actuarial | $48,968 |
WITHUMSMITH+BROWN, PC5 years Filed as: WITHUMSMITH+BROWN Service code 10 · EIN 22-2027092 Accounting | $28,912 |
BREDHOFF & KAISER1 year Filed as: BREDHOFF & KAISER, P.L.L.C Service code 29 · EIN 52-0969534 Legal | $17,100 |
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 |
|---|---|---|
Robert Murray, FSA, Ea, Maaa Cheiron, Inc. Schedule SB | Schedule SB |
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