Filings through .
3 of 17 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Low employer contribution
Employer contribution per participant 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.
$481K in admin expenses, $41 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
20 funds of $250K or more; 21 lines in all, holding $292M of the plan's $296M. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| Collective Trusts Bnym Mellon SL Stock Index Instl BNY · Collective trust Index | $44.3M | 15.1% |
| Vanguard Growth Index Fund Institutional Shares Vanguard · Mutual fund Index | $39.5M | 13.5% |
| Bnym Mellon SL Smid Cap Stock Index Instl BNY · Collective trust Index | $30.1M | 10.3% |
| Bnym Mellon SL Small ACWI ex-U.S. Instl BNY · Other | $23.7M | 8.1% |
| Guaranteed Interest Contract Transamerica Life Insurance Company Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $20.7M | 7.1% |
| Vanguard Value Index Fund Institutional Shares Vanguard · Mutual fund Index | $15.8M | 5.4% |
| Bnym Mellon SL SmartPath Target Date 2050 S BNY · Collective trust | $15.0M | 5.1% |
| Bnym Mellon SL SmartPath Target Date 2045 S BNY · Collective trust | $14.6M | 5.0% |
| Bnym Mellon SL SmartPath Target Date 2040 S BNY · Collective trust | $14.6M | 5.0% |
| Bnym Mellon SL SmartPath Target Date 2030 S BNY · Collective trust | $12.9M | 4.4% |
| 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 |
11 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
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.
11 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 3 by compensation.
| Provider | Compensation |
|---|---|
Service code 12 · EIN 13-3689044 Investment management; Claims process... | $327,849 |
ALAN BILLER & ASSOCIATES4 years Filed as: ALAN BILLER ASSOCIATES, INC. Service code 27 · EIN 94-2854958 Advisory (Plan) | $133,514 |
FORVIS MAZARS, LLP3 years Filed as: FORVIS Service code 10 · EIN 44-0160260 Accounting | $19,425 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
3 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025