Filings through .
1 of 17 flags tripped on the 2025 filing.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
$709K in admin expenses, $955 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
20 funds hold $112M of the plan's $123M. Recordkeeper: Solxsys Administrative Solutions.
| Fund | Dollars | % of funds% |
|---|---|---|
| Ibew-Neca Equity Index Fund Manager not matched · Collective trust Index | $36.6M | 32.7% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund Index | $10.8M | 9.7% |
| Vanguard Extended Market Index Fund Vanguard · Mutual fund Index | $7.7M | 6.9% |
| Private Real Estate Investment Trusts American Core Realty Fund American Realty Advisors · Mutual fund | $7.6M | 6.8% |
| Vanguard Equity Income Fund Vanguard · Mutual fund | $6.5M | 5.8% |
| Ishares Russell BlackRock · ETF Index | $5.9M | 5.3% |
| Hartford Schroders US Small Cap Opportunities Fund Hartford Funds · Mutual fund | $5.3M | 4.8% |
| Ullico Infrastructure Tax-Exempt Fund, LP Ullico · Mutual fund | $4.8M | 4.2% |
| Intrepid Income Institutional Manager not matched · Mutual fund | $3.5M | 3.1% |
| Private Real Estate Investment Trust Manager not matched · Collective trust | $3.4M | 3.0% |
| 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 |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
10 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 10 of 12 by compensation.
| Provider | Compensation |
|---|---|
NEWPORT INVESTMENTS7 years Filed as: NEWPORT INVESTMENT ADVISORS Service code 19 · EIN 34-1625359 23775 COMMERCE PARK 3 · BEACHWOOD, OH 44122 Securities Custodian | $113,337 |
AMERICAN REALTY ADVISORS7 years Service code 28 · EIN 33-0123114 515 S FLOWER ST, 49TH FL · LOS ANGELES, CA 90071 Investment Management | $94,560 |
Service code 14 · EIN 83-2454243 5600 NEW KING DR, STE 330 · TROY, MI 48098 Plan Administrator | $80,520 |
ULLICO1 year Filed as: ULLICO INVESTMENT SERVICES Service code 19 · EIN 90-0622302 8403 COLESVILLE RD · SILVER SPRING, MD 20910 Securities Custodian | $71,981 |
HORIZON ACTUARIAL SERVICES, LLC10+ years Service code 11 · EIN 26-1370698 8601 GEORGIA AVE, STE 700 · SILVER SPRING, MD 20910 Actuarial | $67,275 |
DGPERRY, PLLC1 year Service code 10 · EIN 83-3033790 3711 STARRS CENTRE DRIVE · CANFIELD, OH 44406 Accounting | $53,473 |
Service code 27 · EIN 80-0861455 531 WEST MORSE AVE ST 200 · WINTER PARK, FL 32789 Advisory (Plan) | $43,333 |
TODD ASSOCIATES, INC.3 years Service code 22 · EIN 81-4473358 23825 COMMERCE PARK ROAD · BEACHWOOD, OH 44122 Insurance Broker | $31,657 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 · EIN 26-2237421 900 7TH STREET, NW · WASHINGTON, DC 20001 Investment Management | $29,211 |
ALLOTTA FARLEY CO LPA10+ years Service code 29 · EIN 34-1316963 3240 LEVIS COMMONS BLVD · PERRYSBURG, OH 43551 Legal | $27,339 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Benjamin P Ablin Horizon Actuarial Services, LLC Schedule MB | Schedule MB |
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.
10 filings · 2016 to 2025