Filings through .
2 of 17 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
$515K in admin expenses, $326 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
11 funds of $250K or more; 12 lines in all, holding $94.0M of the plan's $95.1M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| NT Collective Russel Northern Trust · Collective trust | $28.9M | 30.8% |
| Baird Core Plus Bond Fund Baird · Mutual fund | $19.6M | 20.8% |
| NT Collective All Counting World Index ex-US Invest Fund Northern Trust · Collective trust Index | $14.7M | 15.6% |
| IFM Global Infrastructure(US), L.P Manager not matched · Other | $8.9M | 9.4% |
| Real Estate Fund DWS · Mutual fund | $7.9M | 8.5% |
| RCP Multi-Strategy Cayman Feeder, L.P Manager not matched · Other | $5.0M | 5.3% |
| McMorgan Infrastructure Fund, I L.P Manager not matched · Mutual fund | $4.1M | 4.4% |
| Churchill Middle Market Senior Loan Fund V Levered (Offshore), L.P TIAA (Nuveen) · Mutual fund | $2.6M | 2.8% |
| Goldman Sachs Financial Square Goldman Sachs · Money market | $1.1M | 1.1% |
| Entrust Special Opportunities Fund III Ltd Manager not matched · Mutual fund | $842K | 0.9% |
| 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.
Added 2 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedBaird Aggregate Bond Fund | $20.6M |
| AddedBaird Core Plus Bond Fund | $19.6M |
| AddedChurchill Middle Market Senior Loan Fund V Levered (Offshore), L.P | $2.6M |
Stable value and insurance contract lines, renames and class changes are not counted.
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.
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 9 by compensation.
| Provider | Compensation |
|---|---|
TIC MIDWEST1 year Filed as: TIC MIDWEST, LLC Service code 10 · EIN 93-4217445 Accounting | $121,776 |
MARQUETTE ASSOCIATES11+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 18900 N. LASALLE STE 3500 · CHICAGO, IL 60601 Advisory (Plan) | $70,000 |
UNITED ACTUARIAL SERVICES11+ years Service code 11 · EIN 35-2156428 Actuarial | $40,400 |
COMERICA BANK11+ years Service code 19 · EIN 38-0477375 Securities Custodian | $29,404 |
BENDA, GRACE, STULZ & COMPANY, P.C.11+ years Service code 10 · EIN 38-2284921 Accounting | $24,600 |
TRADE SOLUTIONS10+ years Service code 36 PO BOX 1318 · CLARKSTON, MI 48347 Copying and duplicating; Direct payme... | $21,159 |
Filed as: WATKINS PAWLICK CALATI & PRIFTI PC Service code 29 · EIN 83-2893229 Legal | $19,753 |
Filed as: STEFANSKY HOLOWAY & NICHOLS, INC. Service code 10 · EIN 38-2388845 Accounting | $11,240 |
GRAPHIC SCIENCES, INC1 year Service code 49 1551 E LINCOLN AVE · MADISON HEIGHTS, MI 48071 Other Services | $8,736 |
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 |
|---|---|---|
Paul Wedding, Asa, Ea, Maaa Foster & Foster Consulting, 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.
3 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025