Filings through .
Filed March 1, 2004 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
HIGHTOWER ADVISORS LLC1 year Service code 27 · EIN 36-4500709 | Advisory (Plan) | $65,155 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $29,656 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 | Recordkeeping | $9,074 |
10 funds of $250K or more; 25 lines in all, holding $20.7M of the plan's $21.0M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| MetLife Unified Trust Stable Value Fund MetLife · Stable value Stable value | $6.7M | 32.1% |
| State Street S&P 500 Index Fund NL Class N State Street (SSgA) · Collective trust Index | $4.6M | 22.1% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $2.1M | 10.3% |
| Transamerica International Equity R6 Transamerica (Aegon) · Mutual fund Recordkeeper's own fund | $2.0M | 9.8% |
| ClearBridge Mid Cap Fund Class IS Franklin Templeton · Mutual fund | $1.5M | 7.0% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $1.3M | 6.0% |
| Emerging Markets Fund R6 Class American Century · Mutual fund | $385K | 1.9% |
| Real Estate Fund R6 Class American Century · Mutual fund | $371K | 1.8% |
| State Street Russell Small Cap Index NL CI S State Street (SSgA) · Collective trust Index | $357K | 1.7% |
| JPMorgan Small Cap Value Fund Class R6 JPMorgan · Mutual fund | $335K | 1.6% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.