Filings through .
1 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.
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.
$1.2M in admin expenses, $563 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 hold $118M of the plan's $227M. Recordkeeper: Administrative Service Professional.
| Fund | Dollars | % of funds% |
|---|---|---|
| Siit World Equity Ex-Us Fund - Class A SEI · Mutual fund | $24.1M | 20.4% |
| real estate SEI Core Property Collective Investment Trust SEI · Collective trust | $20.5M | 17.4% |
| SEI Structured Credit Collective Fund SEI · Collective trust | $17.5M | 14.8% |
| Equity mutual funds: SEI Dynamic Asset Allocation Fund SEI · Mutual fund | $16.3M | 13.8% |
| SEI Large Cap Index Fund SEI · Mutual fund Index | $12.2M | 10.3% |
| SEI Large Cap Fund SEI · Mutual fund | $12.2M | 10.3% |
| SEI Emerging Markets Equity Fund SEI · Mutual fund | $8.2M | 6.9% |
| SEI Small Cap II Fund SEI · Mutual fund | $5.9M | 5.0% |
| Money market mutual fund SEI Daily Income Trust Government Fund SEI · Money market | $1.1M | 0.9% |
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 6 by compensation.
| Provider | Compensation |
|---|---|
SEI PRIVATE TRUST COMPANY10+ years Service code 19 · EIN 23-1707341 Securities Custodian | $763,078 |
Service code 13 · EIN 20-4056745 Contract Administrator | $123,932 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 Actuarial | $59,525 |
NOVAK FRANCELLA LLC10+ years Service code 10 · EIN 61-1436956 Accounting | $37,565 |
WILLIG, WILLIAMS & DAVIDSON10+ years Filed as: WILLIG,WILLIAMS & DAVIDSON Service code 29 · EIN 23-2416488 Legal | $33,104 |
MORGAN, LEWIS & BOCKIUS LLP10+ years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 Legal | $16,506 |
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 |
|---|---|---|
Michael R. Carroll, Asa, Fca, Maaa Segal 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