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.
$1.8M in admin expenses, $1222 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
8 funds of $250K or more; 9 lines in all, holding $59.5M of the plan's $257M. Recordkeeper: Zenith American Solutions.
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares MSCI EAFE ETF BlackRock · ETF Index | $19.3M | 32.3% |
| Guggenheim Total Return Bond Fund Guggenheim · Mutual fund | $15.2M | 25.5% |
| Chevy Chase Trust Company Asb JPMorgan · Collective trust | $9.7M | 16.3% |
| Siguler Guff Small Buyout Opportunities Fund IV, LP Manager not matched · Other | $4.1M | 6.9% |
| Siguler Guff Small Buyout Opportunities Fund V, LP Manager not matched · Other | $3.5M | 5.9% |
| Banner Ridge Secondary Fund V (Offshore), LP Manager not matched · Other | $3.2M | 5.5% |
| Siguler Guff Small Buyout Opportunities Fund III, LP Manager not matched · Other | $2.2M | 3.8% |
| Banner Ridge Secondary Fund IV (Offshore), LP Manager not matched · Other | $2.2M | 3.6% |
| Siguler Guff Small Buyout Opportunities Fund VI, LP Manager not matched · Other | $152K | 0.3% |
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 13 by compensation.
| Provider | Compensation |
|---|---|
BOSTON PARTNERS2 years Service code 28 · EIN 98-0202744 Investment Management | $391,571 |
Service code 28 · EIN 13-2889432 Investment Management | $295,458 |
PNC BANK, N.A.11+ years Service code 19 · EIN 25-1211909 Securities Custodian | $121,964 |
THE SEGAL COMPANY1 year Service code 11 · EIN 13-1835864 Actuarial | $112,110 |
Service code 13 · EIN 52-1590516 Contract Administrator | $102,319 |
RBC WEALTH MANAGEMENT11+ years Service code 27 · EIN 20-0563684 Advisory (Plan) | $94,963 |
ASB CAPITAL MANAGEMENT10+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 19 · EIN 80-0618452 Securities Custodian | $94,429 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH+BROWN, P.C. Service code 10 · EIN 22-2027092 Accounting | $56,334 |
Service code 29 · EIN 33-1365351 Legal | $41,350 |
HOLROYD GELMAN, P.C.3 years Service code 29 · EIN 92-2604351 Legal | $38,197 |
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 |
|---|---|---|
Steven R. Loomis, Asa, Fca, 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