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.
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.
$1.7M in admin expenses, $755 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
22 funds hold $170M of the plan's $236M. Recordkeeper: Morgan Stanley.
| Fund | Dollars | % of funds% |
|---|---|---|
| Legal and General S&P 500 Collective Invest Trust Legal & General (LGIMA) · Collective trust Index | $62.2M | 36.5% |
| Corporate Stocks Manager not matched · Other | $36.9M | 21.6% |
| Vanguard Growth ETF Vanguard · ETF Index | $12.1M | 7.1% |
| Legal and General MSCI ACWI Ex US Collective Invest Trust Legal & General (LGIMA) · Collective trust | $8.4M | 4.9% |
| Multi-Employer Property Trust Sun Life (BentallGreenOak) · Other | $6.2M | 3.7% |
| Corbin Erisa Opportunity Fund, L.p. Manager not matched · Mutual fund | $6.0M | 3.5% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $5.0M | 2.9% |
| Trivalent Intl Small Cap Collective Victory Capital · Collective trust | $5.0M | 2.9% |
| Partnerships Ironwood Institutional Ltd. LP Manager not matched · Other | $4.7M | 2.7% |
| Vanguard Value ETF Vanguard · ETF Index | $4.7M | 2.7% |
| 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 |
12 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedSmart Air And Energy Feeder Fund LP | $765K |
| DroppedPrivate Advisors Hedged Equity Fund, Ltd | $643K |
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.
12 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 10 of 14 by compensation.
| Provider | Compensation |
|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 11-3658445 Recordkeeping | $583,269 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY (MIDWEST), INC. Service code 11 · EIN 13-1975125 Actuarial | $152,049 |
FIRST STATE TRUST COMPANY11+ years Service code 19 · EIN 13-3124172 Securities Custodian | $87,143 |
JOSH TODD1 year Service code 30 · EIN 35-6028684 Employee (plan); Direct payment from ... | $61,491 |
SONYA HOWARD2 years Service code 30 · EIN 35-6028684 Direct payment from the plan; Employe... | $45,988 |
ROBERT HALF1 year Service code 49 · EIN 94-1648752 Other Services | $36,674 |
LEDBETTER PARTNERS LLC2 years Filed as: LEDBETTER PARTNERS, LLC Service code 29 · EIN 03-0599899 Legal | $35,419 |
LEGACY PROFESSIONALS LLP1 year Service code 10 · EIN 32-0043599 Accounting | $34,750 |
VICTORY CAPITAL MANAGEMENT2 years Service code 28 4900 TIEDMAN ROAD, 4TH FLOOR · BROOKLYN, OH 44144 Investment Management | $29,777 |
CYNTHIA PITMAN2 years Service code 16 2828 EAST 45TH STREET · INDIANAPOLIS, IN 46205 Consulting | $14,882 |
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 |
|---|---|---|
William Gitterman, FSA, Maaa Segal 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