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.
$2.6M in admin expenses, $779 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
16 funds hold $224M of the plan's $536M. Recordkeeper: Lincoln Financial.
| Fund | Dollars | % of funds% |
|---|---|---|
| Bond funds Paps Long Duration Corporate Bond Manager not matched · Mutual fund | $85.7M | 38.3% |
| Dodge & Cox Global Stock Fund Dodge & Cox · Mutual fund | $22.1M | 9.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $21.4M | 9.6% |
| All World Ex US Equity CEF Fund Manager not matched · Collective trust | $18.9M | 8.4% |
| Lazard Emerging World Investors LP Lazard · Other | $11.4M | 5.1% |
| Short-Term Investment Fund A S10 Manager not matched · Collective trust | $11.2M | 5.0% |
| Rreef America REIT II, INC LLC DWS · Other | $10.5M | 4.7% |
| Wellington CTF DIH Wellington · Collective trust | $9.1M | 4.1% |
| UBS (US) Trumbull Property Income Manager not matched · Other | $6.8M | 3.0% |
| Lincoln National Life Lincoln Financial · Insurance contract Recordkeeper's own fund | $6.2M | 2.8% |
| 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 |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 3 funds, dropped 2 funds. Changed vehicle on 1 fund.
| Fund | Year-end value |
|---|---|
| AddedBond funds Paps Long Duration Corporate Bond | $85.7M |
| AddedAll World Ex US Equity CEF Fund | $18.9M |
| Other vehicle moveMoney Market Fund Short-Term Investment Fund A S1 to Short-Term Investment Fund A S10money market to collective trust | $14.2M to $11.2M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
6 more lines and 3 more changes 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 9 by compensation.
| Provider | Compensation |
|---|---|
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO LL Service code 28 650 NEWPORT CENTER DR · NEWPORT BEACH, CA 92660 Investment Management | $502,952 |
LINCOLN FINANCIAL ADVISORS CORP11+ years Filed as: LINCOLN NATIONAL LIFE INSURANCE CO Service code 20 · EIN 35-0472300 Trustee (individual) | $176,170 |
EPOCH CONSULTING GROUP3 years Filed as: EPOCH INVESTMENT MANAGEMENT CO LLC Service code 28 1 VANDERBILT AVENUE · NEW YORK, NY 10017 Investment Management | $154,237 |
PNC BANK, N.A.9 years Filed as: PNC CAPITAL ADVISORS Service code 28 P.O. BOX 91249 · CLEVELAND, OH 44101-3249 Investment Management | $121,459 |
Filed as: WALTER SCOTT & PARTNERS Service code 28 Investment Management | $116,299 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 11 110 W. BERRY ST., SUITE 1300 · FORT WAYNE, IN 46802 Actuarial | $111,153 |
DWS FUNDS3 years Filed as: RREEF AMERICA REIT II, INC Service code 28 222 SOUTH RIVERSIDE 34TH FLOOR · CHICAGO, IL 60606 Investment Management | $74,810 |
UBS FINANCIAL SERVICES INC9 years Filed as: UBS TRUMBULL Service code 28 10 STATE HOUSE SQUARE #15 · HARTFORD, CT 06103 Investment Management | $63,286 |
WELLINGTON MANAGEMENT9 years Filed as: WELLINGTON TRUST Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 Investment Management | $44,006 |
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 |
|---|---|---|
Timothy J. Maxson Buck Global, LLC Schedule SB | Schedule SB |
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.
Filed August 28, 2009 (most recent of 4 filings on file).
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
3 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025