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.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Free for 7 days, then $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. Free for 7 days, then $49 a month.
$1.3M in admin expenses, $651 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
30 funds of $250K or more; 38 lines in all, holding $186M of the plan's $244M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Loomis Sayles Core Plus Fixed Income Fund Natixis IM · Collective trust | $24.4M | 13.1% |
| Vanguard Mid-Cap Value Index Fund Vanguard · Mutual fund | $24.3M | 13.0% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $23.5M | 12.6% |
| Nuveen Large Cap Growth Fund TIAA (Nuveen) · Mutual fund | $21.7M | 11.7% |
| Real estate funds: American Core Realty Fund American Realty Advisors · Mutual fund | $16.5M | 8.8% |
| Funds RBC Global Asset Management International Equity Fund RBC Global Asset Management · Collective trust | $13.2M | 7.1% |
| Vanguard Extended Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $9.5M | 5.1% |
| WCM Focused Intl Growth-INS WCM Investment Management · Other | $9.0M | 4.8% |
| Ullico Infrastructure Tax-Exempt Fund, LP Ullico · Mutual fund | $8.1M | 4.4% |
| Titan Masters International Fund, Ltd Manager not matched · Mutual fund | $7.6M | 4.1% |
| 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 |
28 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 1 fund. Changed share class on 2 funds.
| Fund | Year-end value |
|---|---|
| AddedVanguard Institutional Index Fund Institutional Shares | $23.5M |
| DroppedVanguard Instl Index FD SH Ben Int FD 94 | $22.0M |
| AddedNuveen Large Cap Growth Fund | $21.7M |
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, not money moved.
28 more lines and 2 more changes in this lineup are on Pro. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 10 of 14 by compensation.
| Provider | Compensation |
|---|---|
FOUNDRY PARTNERS11+ years Service code 28 700 W SAINT CLAIR AVENUE · CLEVELAND, OH 44113 Investment Management | $142,147 |
DREMAN VALUE MANAGEMENT, LLC11+ years Service code 28 · EIN 22-3499132 Investment Management | $133,233 |
ULLICO3 years Service code 28 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 Investment Management | $118,852 |
RBC GLOBAL ASSET MANAGEMENT11+ years Filed as: RBC GLOBAL MANAGEMENT, INC. Service code 28 · EIN 41-1460668 Investment Management | $110,903 |
LOOMIS SAYLES11+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 Investment Management | $79,293 |
MESIROW FINANCIAL INVESTMENT MANAGE11+ years Filed as: MESIROW FINANCIAL Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 Investment Management | $75,000 |
TIFFANY CLARKE4 years Service code 30 · EIN 34-0553590 Employee (plan) | $74,255 |
THE SEGAL COMPANY11+ years Service code 11 · EIN 13-1975125 Actuarial | $71,000 |
ANDCO CONSULTING9 years Service code 28 · EIN 59-3676225 Investment Management | $65,000 |
WELLS FARGO BANK, N.A.11+ years Filed as: WELLS FARGO Service code 28 · EIN 95-3692822 Investment Management | $48,923 |
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 |
|---|---|---|
George W. Bridges, FSA, Maaa Segal Schedule MB | Schedule MB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Free for 7 days, then $49 a month.
3 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025