Filings through .
1 of 17 flags tripped on the 2025 filing.
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.
$35.7M in admin expenses, $308 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
62 funds of $250K or more; 128 lines in all, holding $4.09B of the plan's $5.88B. Recordkeeper: Alight.
| Fund | Dollars | % of funds% |
|---|---|---|
| ACWI Ex-Us Superfund Manager not matched · Collective trust | $481M | 11.8% |
| Marathon London Group Trust Manager not matched · Collective trust | $441M | 10.8% |
| Blackrock Equity Index Fund A BlackRock · Collective trust Index | $400M | 9.8% |
| Bgi Russell 1000 Value BlackRock · Collective trust Index | $352M | 8.6% |
| Mbs Index Fund Manager not matched · Collective trust Index | $260M | 6.3% |
| MSCI Emerging Markets Free Manager not matched · Collective trust | $226M | 5.5% |
| Russell Midcap Index FD C Manager not matched · Collective trust Index | $201M | 4.9% |
| Paps Long Duration Credit Bond Portfolio PIMCO (Allianz) · Collective trust | $169M | 4.1% |
| Urdang Global Real Estate Fund Manager not matched · Other | $142M | 3.5% |
| Receivable FOR Investments Sold PIMCO (Allianz) · Other | $119M | 2.9% |
| 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 |
118 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 6 funds.
| Fund | Year-end value |
|---|---|
| DroppedAberdeen Emerging Markets Equity Fund | $244M |
| AddedMSCI Emerging Markets Free | $226M |
| AddedRussell Midcap Index FD C | $201M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 1 rename.
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.
118 more lines and 5 more changes 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 of 19 by compensation.
| Provider | Compensation |
|---|---|
Service code 11 · EIN 53-0181291 Actuarial | $4,577,924 |
MARATHON ASSET MANAGEMENT11+ years Service code 21 · EIN 98-1669899 Bank Trustee | $2,111,733 |
BLACKROCK2 years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 13-3806691 Investment Management | $1,945,491 |
PRUDENTIAL RETIREMENT INSURANCE AND11+ years Filed as: PRUDENTIAL INVESTMENT MGT., INC. Service code 28 · EIN 22-2540245 Investment Management | $1,520,443 |
BNY MELLON11+ years Filed as: THE BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 Bank Trustee | $1,366,005 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 28 · EIN 33-0629048 Investment Management | $1,201,420 |
Service code 28 · EIN 82-2740355 Investment Management | $1,138,187 |
Filed as: SHENKMAN CAPITAL MANAGEMENT, INC. Service code 28 · EIN 13-3280361 Investment Management | $924,239 |
AEW CAPITAL MANAGEMENT11+ years Service code 28 · EIN 04-3329433 Investment Management | $855,591 |
CAMBRIDGE ASSOCIATES11+ years Filed as: CAMBRIDGE ASSOCIATES LLC Service code 28 · EIN 04-3515240 Investment Management | $506,250 |
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 |
|---|---|---|
Thomas a Defilippo Willis Towers Watson US LLC 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.
Filed July 15, 2025 (most recent of 3 filings on file).
Total covered: 1,340 employees
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
7 contacts
Phone and email for the actuary and top hat administrator are on Pro.
11 filings · 2015 to 2025