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.
$1.1M in admin expenses, $798 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
28 funds of $250K or more; 32 lines in all, holding $167M of the plan's $187M. Recordkeeper: Benesys.
| Fund | Dollars | % of funds% |
|---|---|---|
| SSga S&P Tobacco Free CTF State Street (SSgA) · Other | $19.8M | 11.8% |
| Arrowstreet Global Equity Arrowstreet Capital · Other | $19.1M | 11.4% |
| IFM Global Infrastructure Fund LP Manager not matched · Mutual fund | $16.1M | 9.7% |
| Bnym Newton Nsl US Dynamic BNY · Other | $15.2M | 9.1% |
| GQG Partners Global Equity GQG Partners · Other | $14.9M | 8.9% |
| Rate Date Common collective trusts (continued): Wellington Core Bond Fund Wellington · Collective trust | $11.3M | 6.7% |
| Mcsi All Country World Invest Manager not matched · Other | $9.9M | 5.9% |
| Brigade High Yield Fund LP Manager not matched · Mutual fund | $9.2M | 5.5% |
| Emerging Markets Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $6.6M | 3.9% |
| GQG Partners Emerging Mrkts Eqty GQG Partners · Other | $5.3M | 3.2% |
| 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 |
22 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 3 funds. Moved 1 fund from mutual fund to collective trust.
| Fund | Year-end value |
|---|---|
| Mutual fund to collective trustWellington Core Bond to Rate Date Common collective trusts (continued): Wellington Core Bond Fund | $10.5M to $11.3M |
| DroppedTIPS Index Fund | $3.8M |
| AddedMesirow Private Equity | $2.0M |
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.
22 more lines and 2 more changes 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 18 by compensation.
| Provider | Compensation |
|---|---|
BMO HARRIS BANK NA8 years Service code 28 · EIN 36-2085229 Investment Management | $193,899 |
THE SEGAL COMPANY11+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1928059 Actuarial | $158,069 |
IFM INVESTORS PTY LTD2 years Filed as: IFM INVESTORS LLC Service code 28 C/O IFM INV,114 W 47TH ST, 26TH FLR · NEW YORK, NY 10036 Investment Management | $117,831 |
BENESYS, INC.8 years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 Contract Administrator | $88,800 |
MEKETA INVESTMENT GROUP11+ years Filed as: MEKETA INVESTMENT GRP LLP Service code 27 · EIN 04-2659023 Advisory (Plan) | $78,442 |
Service code 19 · EIN 93-1799133 Securities Custodian | $62,486 |
HARBOURVEST PARTNERS LP2 years Service code 28 · EIN 74-3130888 Investment Management | $53,471 |
THE SEGAL COMPANY8 years Filed as: SEGAL ROITMAN LLP Service code 29 · EIN 04-2489114 Legal | $52,826 |
JPMORGAN INVEST HOLDINGS LLC8 years Filed as: JP MORGAN CHASE BANK, NA Service code 24 · EIN 13-4994650 Discretionary Trustee | $47,079 |
NOVAK FRANCELLA LLC8 years Service code 10 · EIN 61-1436956 Accounting | $39,081 |
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 |
|---|---|---|
Kevin Ach, Maaa, Ea 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