Filings through .
3 of 17 flags tripped on the 2025 filing.
High cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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.
$116K in admin expenses, $142 per participant (all participants, line 6f).
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 5 by compensation.
| Provider | Compensation |
|---|---|
I.E. SHAFFER & CO.10+ years Filed as: IE SHAFFER & CO. Service code 14 · EIN 22-1750854 Plan Administrator | $67,376 |
LARRY MAGARIK, ESQ10+ years Service code 20 512 RUGBY ROAD · BROOKLYN, NY 11226-6506 Trustee (individual); Direct payment ... | $18,045 |
RAE GROUP LLC1 year Service code 11 · EIN 83-4646394 601 DRESHER ROAD, 201 · HORSHAM, PA 19044 Actuarial | $9,870 |
SEMO LAW GROUP1 year Service code 29 1710 CONNECTICUT AVE N.W. · WASHINGTON, DC 20009 Legal | $9,150 |
BARATZ & ASSOCIATES, P.A.10+ years Filed as: BARATZ & ASSOCIATES Service code 10 · EIN 22-2212404 Accounting | $7,000 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
3 feature codes on the 2025 filing.
3 contacts
10 filings · 2016 to 2025