Filings through .
Filed March 2, 2004 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
BNY MELLON1+ years Filed as: THE BANK OF NEW YORK MELLON Service code 99 · EIN 13-5160382 | Other Fees | $84,073 |
3 funds hold $21.5M of the plan's $21.5M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| BNY Mellon, N. A. - EB Temporary Investment Fund BNY · Collective trust | $12.9M | 60.3% |
| BNY Mellon, N. A. - Bnym-M DB NSL LT Credit BIF BNY · Collective trust | $6.0M | 27.8% |
| BNY Mellon, N. A. - Bnym-M DB NSL LT Govt BIF BNY · Collective trust | $2.6M | 12.0% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
D. Patrick McDonald Foster & Foster, Inc. Schedule SB | Schedule SB | Pro |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
The auditor signed off without reservation. This is the cleanest opinion.