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.
$361K in admin expenses, $2332 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
12 funds of $250K or more; 13 lines in all, holding $50.0M of the plan's $63.4M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Xponance S&P 500 Index Fund Manager not matched · Mutual fund Index | $11.3M | 22.6% |
| GQG Partners International Equity GQG Partners · Other | $5.6M | 11.3% |
| Ativo International Equity Fund LP Manager not matched · Mutual fund | $5.0M | 10.1% |
| Iif Erisa Hedge Fund LP Manager not matched · Mutual fund | $4.8M | 9.5% |
| NT Collective All Country World Northern Trust · Collective trust | $4.0M | 8.0% |
| Parnassus Equity Inc. Affiliated Managers Group · Mutual fund | $3.9M | 7.7% |
| Channing Sm/Mid Cap Intrinstic Value Fund Manager not matched · Mutual fund | $3.2M | 6.4% |
| Siguler Guff Small Buyout Opportunities Fund V, LP Manager not matched · Mutual fund | $3.1M | 6.1% |
| Clarion Lion Properties Fund Franklin Templeton · Mutual fund | $2.9M | 5.7% |
| SEI Earnest Partners Small/Mid Cap Core Fund Earnest Partners · Mutual fund | $2.8M | 5.5% |
| 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 |
3 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
3 more lines 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 6 by compensation.
| Provider | Compensation |
|---|---|
MARQUETTE ASSOCIATES6 years Service code 27 · EIN 36-3485298 Advisory (Plan) | $92,500 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1975125 Actuarial | $62,544 |
NORTHERN TRUST COMPANY10+ years Filed as: THE NORTHERN TRUST COMPANY Service code 13 · EIN 36-1561860 Contract Administrator | $23,085 |
FRANKLIN TEMPLETON4 years Filed as: CLARION PARTNERS Service code 51 · EIN 13-4087331 Investment Mgmt Fees | $22,414 |
PLANTE & MORAN, PLLC4 years Filed as: PLANTE MORAN, PLLC Service code 10 · EIN 33-1498605 Accounting | $19,750 |
AMERICAN FUNDS4 years Filed as: LM CAPITAL GROUP, LLC Service code 28 · EIN 30-0057833 Investment Management | $15,614 |
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 |
|---|---|---|
Davind K. Nickerson, Asa, Maaa Segal Schedule SB | Schedule SB |
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.
10 filings · 2016 to 2025