Filings through .
No flags tripped on the 2025 filing.
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.
$573K in admin expenses, $231 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
3 funds of $250K or more; 4 lines in all, holding $198M of the plan's $201M. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| Collective Trusts Manager not matched · Collective trust | $140M | 70.6% |
| Current Interest Identity Descri Manager not matched · Other | $34.8M | 17.6% |
| Guaranteed Investmen Manager not matched · Insurance contract | $23.1M | 11.7% |
| Money Market Manager not matched · Money market | $140K | <0.1% |
No lineup changes between the 2024 and 2025 filings.
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.
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 |
|---|---|
Service code 12 · EIN 13-3689044 Claims processing; Investment managem... | $89,619 |
Filed as: IBEW LOCAL 38 FRINGE BENEFIT FUND Service code 99 3250 EUCLID AVE, ROOM 270 · CLEVELAND, OH 44115 Other Fees | $65,214 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 16 1111 SUPERIOR AVENUE · CLEVELAND, OH 44114 Consulting | $40,000 |
ALLOTTA FARLEY CO LPA7 years Filed as: ALLOTTA FARLEY CO., LPA Service code 29 3240 LEVIS COMMONS BLVD · PERRYSBURG, OH 43551 Legal | $20,163 |
YURCHYK & DAVIS CPA'S, INC.6 years Service code 10 · EIN 34-1638235 Accounting | $15,900 |
ALLEN BATES TECHNOLOGIES1 year Service code 15 600 MCKNIGHT PARK DRIVE · PITTSBURGH, PA 15237 Recordkeeping | $5,260 |
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.
2 contacts
11 filings · 2015 to 2025