Filings through .
5 of 18 flags tripped on the 2025 filing.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Possible retail share class: $123K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$220K in admin expenses, $681 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
11 funds of $250K or more; 44 lines in all, holding $27.9M of the plan's $43.0M. Recordkeeper: Bank of America (Merrill).
| Fund | Dollars | % of funds% |
|---|---|---|
| Lord Abbett Income Fund Brown Brothers Harriman · Mutual fund | $7.1M | 25.5% |
| International Equity Manager not matched · Other | $4.6M | 16.4% |
| Rate of (e) Mutual funds: Akre Manager not matched · Mutual fund | $3.1M | 11.1% |
| Clarkston Series Trust Manager not matched · Collective trust | $2.4M | 8.6% |
| U.S Government Money Market Fund Brown Brothers Harriman · Money market | $1.8M | 6.3% |
| Parnassus Core Equity Fund Institutional Shares Affiliated Managers Group · Mutual fund | $1.6M | 5.6% |
| GQG Quality Equity Institutional GQG Partners · Other | $1.4M | 4.9% |
| Gqg Partners Emerging Markets Equity Fund GQG Partners · Mutual fund | $1.3M | 4.6% |
| Limited Duration Fund Brown Brothers Harriman · Mutual fund | $1.2M | 4.4% |
| Blackrock Allocation Target Shares Series M BlackRock · Mutual fund | $981K | 3.5% |
| 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 |
34 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedU.S Government Money Market Fund | $1.8M |
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.
34 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 |
|---|---|
WITHUMSMITH+BROWN, PC11+ years Filed as: BROWN BROTHERS HARRIMAN Service code 51 · EIN 13-4973745 Investment Mgmt Fees | $120,316 |
Filed as: MERRILL LYNCH PIERCE FENNER AND SMI Service code 51 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 Investment Mgmt Fees | $70,491 |
PENSION RESOURCE GROUP1 year Filed as: THE PENSION SOURCE Service code 11 · EIN 65-0420375 2110 SE RAYS WAY · STUART, FL 34994 Actuarial | $17,325 |
BANK OF AMERICA11+ years Service code 21 · EIN 94-1687665 Bank Trustee | $12,504 |
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 |
|---|---|---|
Jack Broesamie, Jr. Ea, Fca, Maaa The Pension Source, 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.
4 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025