Filings through .
1 of 18 flags tripped on the 2025 filing.
Possible retail share class: $39.4M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$1.1M in admin expenses, $684 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
13 funds hold $162M of the plan's $180M. Recordkeeper: Benefits Management Group.
| Fund | Dollars | % of funds% |
|---|---|---|
| Siit World Equity Ex-Us Fund - Class A SEI · Mutual fund Possible retail class A | $33.5M | 20.6% |
| SEI Core Fixed Income Fund SEI · Collective trust | $30.9M | 19.0% |
| SEI S&P 500 Index Fund SEI · Mutual fund Index | $27.3M | 16.8% |
| Siit Large Cap Disciplined Equity Fund - Class A SEI · Mutual fund | $13.0M | 8.0% |
| SEI Extended Market Index Fund SEI · Mutual fund Index | $10.8M | 6.7% |
| SEI Structured Credit Collective Fund SEI · Collective trust | $10.4M | 6.4% |
| SEI Core Property Collective Investment Trust SEI · Collective trust | $9.3M | 5.7% |
| SEI Special Situations Collective Fund SEI · Collective trust | $7.9M | 4.8% |
| SEI Emerging Markets Debt Fund SEI · Mutual fund | $5.6M | 3.4% |
| SEI Institutional Investment Trust High Yield Bond Fund SEI · Collective trust | $5.4M | 3.4% |
| 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.
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedSEI Global Private Equity Colletive Fund VII | $449K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
3 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 7 by compensation.
| Provider | Compensation |
|---|---|
SEI INVESTMENTS11+ years Filed as: SEI INVESTMENT MANAGEMENT Service code 18 · EIN 23-1707341 Investment management; Investment man... | $697,030 |
IATSE LOCAL UNION 7803 years Filed as: IATSE LOCAL TWO Service code 35 · EIN 36-0906745 Employee (plan sponsor); Direct payme... | $113,278 |
Filed as: BENEFITS MANAGEMENT GROUP Service code 13 · EIN 20-0188125 Contract Administrator | $96,029 |
FOSTER & FOSTER11+ years Service code 11 · EIN 59-1921114 Actuarial | $49,076 |
LEGACY PROFESSIONALS LLP1 year Service code 10 · EIN 32-0043599 Accounting | $30,200 |
Service code 29 · EIN 36-2425981 Legal | $18,071 |
AMALGAMATED BANK4 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 Securities Custodian | $5,759 |
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 |
|---|---|---|
Jason L. Franken Foster & Foster, Inc. 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.
4 contacts
Phone and email for the actuary are on Pro.
10 filings · 2015 to 2025