Filings through .
2 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return 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.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
9 more years of history are on Pro. Pro shows up to ten years of filings for this plan, year over year. Free for 7 days, then $49 a month.
$1.5M in admin expenses, $756 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
51 funds of $250K or more; 53 lines in all, holding $181M of the plan's $190M. Recordkeeper: Morgan Stanley.
| Fund | Dollars | % of funds% |
|---|---|---|
| Wellington Pooled Research Equity Wellington · Collective trust | $10.8M | 6.0% |
| Wellington Pooled Emerging Markets Wellington · Collective trust | $9.8M | 5.4% |
| BNY Mellon Ncml International Fund BNY · Mutual fund | $8.0M | 4.4% |
| Loomis Sayles Small Mid Cap Core Trust Fund Natixis IM · Collective trust | $7.5M | 4.1% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $7.3M | 4.0% |
| MFS Growth Fund MFS (Sun Life) · Mutual fund | $7.1M | 3.9% |
| Touchstone Mid Cap Growth Fund Mutual Fund Western & Southern · Mutual fund | $6.0M | 3.3% |
| Columbia Small Cap Value Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $5.5M | 3.0% |
| Wellington International Quality Growth Fund Wellington · Collective trust | $5.4M | 3.0% |
| PIMCO Flexible Credit Income Fund PIMCO (Allianz) · Mutual fund | $5.4M | 3.0% |
43 more lines in this lineup are on Pro. Pro shows every fund in this plan's lineup and every change since the prior filing. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 10 of 14 by compensation.
| Provider | Compensation |
|---|---|
WELLINGTON MANAGEMENT10+ years Filed as: WELLINGTON TRUST COMPANY Service code 18 · EIN 04-2755549 280 CONGRESS STREET · BOSTON, MA 02210 Direct payment from the plan; Custodi... | $233,657 |
BENESYS, INC.7 years Service code 10 · EIN 38-2383171 700 TOWER DRIVE STE 300 · TROY, MI 48098 Accounting | $144,302 |
NOVARA LAW GROUP, PLLC1 year Service code 29 · EIN 38-3763096 888 W BIG BEAVER RD 600 · TROY, MI 48084 Legal | $137,408 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES & COMPANY Service code 18 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 Securities brokerage; Custodial (secu... | $88,461 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 15 · EIN 13-2919773 101 W BIG BEAVER STE 1200 · TROY, MI 48084 Recordkeeping | $65,489 |
BNY MELLON10+ years Service code 18 · EIN 25-6078093 240 GREENWICH ST · NEW YORK, NY 10286 Investment management; Custodial (oth... | $60,003 |
STEFANSKY, HOLLOWAY & NICHOLS, INC.10+ years Filed as: STEFANSKY, HOLLOWAY, & NICHOLS Service code 10 · EIN 38-2388845 22260 HAGGERTY RD STE 350 · NORTHVILLE, MI 48167 Accounting | $56,285 |
UNITED ACTUARIAL SERVICES6 years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 11590 NORTH MERIDIAN ST · CARMEL, IN 46032 Actuarial | $41,368 |
NEWTON4 years Filed as: NEWTON INVESTMENT MANAGEMENT Service code 18 · EIN 86-1751460 201 WASHINGTON PLACE · BOSTON, MA 02108 Custodial (other than securities); Tr... | $35,000 |
MACQUEEN INSURANCE GROUP3 years Filed as: MACQUEEN AND ASSOCIATES, LLC Service code 22 · EIN 20-0495393 415 S WEST ST STE 350 · ROYAL OAK, MI 48067 Insurance Broker | $26,264 |
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 | Address, phone |
|---|---|---|
Paul Wedding, Asa, Ea, Maaa United Actuarial Services, Inc. Schedule MB | Schedule MB | Available on Pro |
Addresses, phones and enrollment numbers are on Pro. Pro shows the actuary's enrollment number, address and phone from the filing. Free for 7 days, then $49 a month.
4 contacts
10 filings · 2016 to 2025