Filings through .
2 of 18 flags tripped on the 2025 filing.
Possible retail share class: $509K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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. Free for 7 days, then $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. Free for 7 days, then $49 a month.
$1.5M in admin expenses, $288 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
22 funds of $250K or more; 34 lines in all, holding $30.0M of the plan's $168M. Recordkeeper: Bridgeway Benefit Technologies.
| Fund | Dollars | % of funds% |
|---|---|---|
| Equities Manager not matched · Other | $11.5M | 38.3% |
| Bats: Mortgage Total Return Series BlackRock · Mutual fund | $3.9M | 13.1% |
| Fixed Income Shares M F CL Instl Manager not matched · Mutual fund | $2.1M | 6.9% |
| Fixed Income Shares Series C F CL Instl Manager not matched · Mutual fund | $2.0M | 6.8% |
| Equities JPMorgan · Mutual fund | $1.0M | 3.4% |
| Warner Bros Discovery Manager not matched · Other | $738K | 2.5% |
| Thermo Fisher Scientific Manager not matched · Other | $620K | 2.1% |
| Real Estate AND Other Investments UDR INC Manager not matched · Other | $538K | 1.8% |
| Equities State Street (SSgA) · Mutual fund | $534K | 1.8% |
| Bats Short Dur Tax Total Return Series S Manager not matched · Mutual fund | $512K | 1.7% |
| 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 |
24 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 3 funds, dropped 3 funds.
| Fund | Year-end value |
|---|---|
| AddedBats: Mortgage Total Return Series | $3.9M |
| DroppedBlackrock BD Allocation Target Fund Ser M | $2.5M |
| AddedBats Short Dur Tax Total Return Series S | $512K |
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, not money moved.
24 more lines and 3 more changes in this lineup are on Pro. 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 8 by compensation.
| Provider | Compensation |
|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 250 VESEY ST · NEW YORK, NY 10281 Investment Management | $607,556 |
Filed as: TRI-STATE ADMINISTRATORS Service code 12 · EIN 22-3478819 Direct payment from the plan; Claims ... | $262,500 |
CHEIRON4 years Service code 11 · EIN 13-4215617 Actuarial | $166,585 |
MORGAN, LEWIS & BOCKIUS LLP11+ years Service code 29 · EIN 23-0891050 1701 MARKET ST · PHILADELPHIA, PA 19103 Legal | $115,131 |
Filed as: O'BRIEN, BELLAND, AND BUSHINSKY Service code 29 · EIN 37-1467056 Legal | $58,722 |
BARATZ & ASSOCIATES, P.A.11+ years Service code 10 · EIN 22-2212404 4B EVES DR · MARLTON, NJ 08053 Accounting | $42,975 |
BANK OF AMERICA11+ years Service code 19 · EIN 94-1687665 Securities Custodian | $15,592 |
Filed as: PENSION BENEFIT INFORMATION LLC Service code 49 · EIN 82-4722389 Other Services | $9,334 |
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 |
|---|---|---|
Christian Benjaminson Cheiron Inc Schedule MB | Schedule MB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Free for 7 days, then $49 a month.
4 contacts
Phone and email for the actuary are on Pro.
10 filings · 2015 to 2025