Filings through .
1 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$421K in admin expenses, $161 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
10 funds hold $121M of the plan's $123M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Invesco Stable Value Trust Invesco · Stable value Stable value | $21.4M | 17.7% |
| Galliard Stable Return Fund C Allspring · Collective trust | $21.4M | 17.7% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $18.6M | 15.4% |
| Goldman Sachs Financial Square Treasury Solutions Fund Institutional Shares Goldman Sachs · Money market | $15.5M | 12.8% |
| Ullico Infrastructure Tax-Exempt Fund, LP Ullico · Other | $12.0M | 9.9% |
| Lazard International Strategic Equity Portfolio (Investor) Lazard · Mutual fund | $8.3M | 6.8% |
| Vanguard Strategic Small-Cap Equity Fund Investor Shares Vanguard · Mutual fund | $8.0M | 6.7% |
| Aristotle Floating Rate Income Fund (Investor) Aristotle · Mutual fund | $7.5M | 6.2% |
| Clarion Lion Properties Fund, LP Franklin Templeton · Other | $4.4M | 3.7% |
| AFL-CIO Building Investment Trust AFL-CIO Investment Trust · Collective trust | $3.8M | 3.2% |
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 6 by compensation.
| Provider | Compensation |
|---|---|
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 Investment Management | $178,629 |
INVESCO6 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 Investment Management | $42,078 |
MARQUETTE ASSOCIATES10+ years Filed as: MARQUETTE ASSOCIATES INC Service code 27 · EIN 36-3485298 Advisory (Plan) | $40,000 |
ROMOLO & ASSOCIATES, LLC6 years Service code 10 · EIN 84-2885766 Accounting | $35,559 |
UNITED ACTUARIAL SERVICES3 years Filed as: UNITED ACTUARIAL SERVICES, INC Service code 16 · EIN 35-2156428 Consulting | $20,000 |
CAVANAGH & O'HARA3 years Service code 29 · EIN 37-1259635 Legal | $10,432 |
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.
2 contacts
10 filings · 2016 to 2025