Filings through .
4 of 19 flags tripped on the 2025 filing.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Possible retail share class: $32.8M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
Few collective trusts
1% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
48 funds of $250K or more; 84 lines in all, holding $3.44B of the plan's $3.10B. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio PIMCO (Allianz) · Mutual fund | $1.64B | 47.5% |
| RFR USD Sofr/ -2Y LCH Manager not matched · Other | $439M | 12.8% |
| Ubs Trumbull Property Income Fund Manager not matched · Mutual fund | $141M | 4.1% |
| Fncl-5.5N-FEB-2026 Manager not matched · Other | $98.6M | 2.9% |
| CDX IG45 5Y ICE Manager not matched · Other | $78.2M | 2.3% |
| PIMCO Funds - Asset Backed Securities Portfolio PIMCO (Allianz) · Mutual fund | $64.8M | 1.9% |
| Goldman Sachs Bank USA Goldman Sachs · Mutual fund | $62.6M | 1.8% |
| ZCS BRL - CME Manager not matched · Other | $53.3M | 1.5% |
| Societe Generale Paris Manager not matched · Other | $50.8M | 1.5% |
| Collective Trusts Cahaba Partners Total Return Fund Manager not matched · Collective trust | $49.7M | 1.4% |
| 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 |
74 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 8 funds, dropped 4 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedBlackrock Russell 3000 Index | $247M |
| DroppedLgima Russell 3000 Index | $246M |
| AddedUbs Trumbull Property Income Fund | $141M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
74 more lines and 10 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.
This plan did not file a Schedule C with its most recent Form 5500, so no paid service providers are listed.
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 |
|---|---|---|
Michael Whalen Mercer Schedule SB | Schedule SB |
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.
Filed October 7, 2010 (most recent of 6 filings on file).
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
3 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025