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 6 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
5 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$968K in admin expenses, $242 per participant (all participants, line 6f).
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 5 by compensation.
| Provider | Compensation |
|---|---|
BLACKROCK6+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 13-3806691 Investment Management | $202,141 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 Bank Trustee | $63,048 |
AON CONSULTING6+ years Filed as: AON INVESTMENT CONSULTING LLC Service code 11 · EIN 22-2232264 Actuarial | $15,029 |
RV KUHNS & ASSOCIATES4 years Filed as: R.V. KUHNS & ASSOCIATES Service code 27 · EIN 93-0910652 Advisory (Plan) | $13,816 |
BLACKROCK6+ years Service code 21 · EIN 94-3112180 Bank Trustee | $13,459 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Julie L. Solum Aon Consulting, 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.
Filed April 13, 2021.
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
10 contacts
Phone and email for the actuary and top hat administrator are on Pro.
6 filings · 2020 to 2025