Filings through .
3 of 19 flags tripped on the 2025 filing.
Possible retail share class: $36.2M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
Few collective trusts
5% 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.
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.
$369K in admin expenses, $997 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
9 funds of $250K or more; 12 lines in all, holding $43.9M of the plan's $68.2M. Recordkeeper: Benefits Management Group.
| Fund | Dollars | % of funds% |
|---|---|---|
| Dodge & Cox Income Fund Registered investment company Dodge & Cox · Mutual fund Possible retail class A | $13.9M | 31.6% |
| Registered Investment Company American Funds Europacific Growth Capital Group · Mutual fund Possible retail class A | $9.5M | 21.7% |
| Invesco SteelPath M LP Select 40 Registered investment company Invesco · Other | $5.5M | 12.4% |
| Dodge & Cox Stock Fund Registered investment company Dodge & Cox · Mutual fund Possible retail class A | $5.4M | 12.2% |
| Artisan High Income Fund Registered investment company Artisan Partners · Mutual fund Possible retail class A | $3.7M | 8.5% |
| Cohen & Steers Realty Shares Registered investment company Cohen & Steers · Mutual fund Possible retail class A | $2.1M | 4.7% |
| NIS Preferred Stock Fund II, LLC Common collective trust Manager not matched · Collective trust | $2.1M | 4.7% |
| PIM CO Real Return Fund Registered investment company Manager not matched · Mutual fund Possible retail class A | $778K | 1.8% |
| Vanguard Inflation-Protected Registered investment company Vanguard · Mutual fund Possible retail class A | $759K | 1.7% |
| JPMorgan Chase Common stock 372 JPMorgan · Mutual fund | $108K | 0.2% |
| 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 |
2 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
2 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 8 by compensation.
| Provider | Compensation |
|---|---|
FIDUCIENT ADVISORS LLC5 years Service code 27 · EIN 36-4001764 Advisory (Plan) | $122,213 |
BENEFITS MANAGEMENT GROUP, INC.10+ years Filed as: BENEFITS MANAGEMENT GROUP INC Service code 13 · EIN 20-0188125 Contract Administrator | $84,000 |
O'SULLIVAN ASSOCIATES10+ years Filed as: O'SULLIVAN & ASSOCIATES Service code 11 · EIN 20-8199367 Actuarial | $31,200 |
JAMES V GALLERY AND ASSOCIATES10+ years Filed as: JAMES V. GALLERY AND ASSOC. Service code 17 · EIN 20-0188135 Pension Consulting | $30,000 |
ATALANTA SOSNOFF1 year Filed as: ATALANTA SOSNOFF CAPITAL, LLC Service code 28 · EIN 20-0461050 Investment Management | $20,267 |
CALIBRE CPA GROUP PLLC10+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 Accounting | $19,800 |
AMALGAMATED BANK5 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 Securities Custodian | $9,503 |
GREGORIO, STEC, KLEIN & HOSE3 years Filed as: GREGORIO STEC KLEIN & HOSE Service code 29 · EIN 99-0408958 Legal | $9,137 |
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 |
|---|---|---|
Vincent Regalbuto O'Sullivan Associates 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.
3 contacts
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025