Filings through .
2 of 18 flags tripped on the 2025 filing.
Few collective trusts
3% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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. Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
9 more years of history are on Pro. Pro shows up to ten years of filings for this plan, year over year. Free for 7 days, then $49 a month.
$364K in admin expenses, $465 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
6 funds of $250K or more; 9 lines in all, holding $76.7M of the plan's $93.3M. Recordkeeper: Benesys.
| Fund | Dollars | % of funds% |
|---|---|---|
| Comerica US Small Cap Composite Equity Index Fund Manager not matched · Mutual fund Index | $42.2M | 55.0% |
| Vanguard Total International Stock Index Fund Institutional Shares Vanguard · Mutual fund | $14.1M | 18.4% |
| Baird Core Plus Bond Fund Institutional Baird · Mutual fund | $12.5M | 16.2% |
| Principal Real Estate Separate Account Principal · Separate account | $3.5M | 4.6% |
| Multi-Employer Property Trust Sun Life (BentallGreenOak) · Collective trust | $2.2M | 2.8% |
| Boyd Watterson GSA Fund, LP Manager not matched · Other | $2.1M | 2.8% |
| Money Market Manager not matched · Money market | $78K | 0.1% |
| Merganser Money Market Fund Manager not matched · Money market | $76K | <0.1% |
| BNY Dreyfus Government Cash Management BNY · Money market | $1K | <0.1% |
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 9 by compensation.
| Provider | Compensation |
|---|---|
BENESYS, INC.10+ years Filed as: BENESYS Service code 13 3660 STUTZ DRIVE, STE 101 · CANFIELD, OH 44406 Contract Administrator | $81,041 |
CUNI, RUST & STRENK9 years Filed as: CUNI, RUST, & STRENK Service code 11 4555 LAKE FOREST DRIVE · CINCINNATI, OH 45242 Actuarial | $61,500 |
JOHNSON & KROL, LLC5 years Service code 29 311 S. WACKER DRIVE · CHICAGO, IL 60606 Legal | $40,448 |
THE SEGAL COMPANY10+ years Filed as: SEGAL ADVISORS, INC Service code 27 1111 SUPERIOR AVENUE · CLEVELAND, OH 44114 Advisory (Plan) | $38,000 |
Service code 15 3660 STUTZ DRIVE STE 101 · CANFIELD, OH 44406 Recordkeeping | $31,625 |
WESTERN ASSET MANAGEMENT COMPANY10+ years Service code 28 385 EAST COLORADO BLVD · PASADENA, CA 91101 Investment Management | $25,558 |
COMERICA BANK10+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 Securities Custodian | $23,729 |
YURCHYK & DAVIS CPA'S, INC.10+ years Filed as: YURCHYK & DAVIS CPA'S, INC Service code 10 · EIN 34-1638235 Accounting | $11,900 |
Service code 28 · EIN 46-3651540 99 HIGH STREET · BOSTON, MA 02110 Investment Management | $7,808 |
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 | Address, phone |
|---|---|---|
Allen L. Pauly Cuni, Rust, Strenk Schedule MB | Schedule MB | Available on Pro |
Addresses, phones and enrollment numbers are on Pro. Pro shows the actuary's enrollment number, address and phone from the filing. Free for 7 days, then $49 a month.
3 contacts
10 filings · 2016 to 2025