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.
$720K in admin expenses, $1362 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
8 funds of $250K or more; 41 lines in all, holding $48.1M of the plan's $64.3M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Collective Fund Manager not matched · Collective trust | $13.7M | 28.5% |
| Pra Manager not matched · Other | $10.8M | 22.6% |
| __ [Neuberger Berman StrategicMultiSector PO Neuberger Berman · Mutual fund | $7.5M | 15.6% |
| [__[AllianceBemsteinTrust PE Manager not matched · Collective trust | $6.5M | 13.6% |
| Pr Manager not matched · Other | $3.2M | 6.8% |
| GQ [| [Investmentsincollectivetrusts | [ASBCapitalManagement PE Manager not matched · Collective trust | $1.7M | 3.6% |
| _|Vanguard International ValmeFund Mutua Vanguard · Mutual fund | $1.2M | 2.6% |
| GS || Registered Investment Companies TT |__[Vanguard Internati Goldman Sachs · Mutual fund | $979K | 2.0% |
| Fhlmcpool Ra Manager not matched · Other | $227K | 0.5% |
| |__|Fnmapass-Thrui Manager not matched · Other | $203K | 0.4% |
| 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 |
31 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
31 more lines 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 by compensation.
| Provider | Compensation |
|---|---|
BATOFF ASSOCIATES, P.A.10+ years Service code 29 · EIN 52-1667847 909 SAINT PAUL ST. · BALTIMORE, MD 21202 Legal | $115,268 |
BOLTON PARTNERS, INC.7 years Service code 11 · EIN 52-1231144 1 W. PENNSYLVANIA AVE. · TOWSON, MD 21204 Actuarial | $62,914 |
MARSHFIELD ASSOCIATES10+ years Service code 28 · EIN 52-1812171 Investment Management | $57,404 |
STANDARD VALUATIONS10+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVE STE 220 · ST. PAUL, MN 55116 Advisory (Plan) | $40,100 |
TURNBULL, HOOVER, & KAHL, P.A.10+ years Filed as: TURNBULL, HOOVER & KAHL, PA Service code 10 · EIN 52-1518807 217 GLENN ST., SUITE 200 · CUMBERLAND, MD 21502 Accounting | $32,800 |
C.S. MCKEE, L.P.10+ years Filed as: C.S. MCKEE Service code 28 · EIN 25-1095051 Investment Management | $31,072 |
ZACKS INVESTMENT MANAGEMENT10+ years Service code 28 · EIN 36-3792197 Investment Management | $30,365 |
CHARTWELL INVESTMENT PARTNERS10+ years Service code 28 · EIN 36-4776242 Investment Management | $26,680 |
Service code 28 · EIN 52-6257033 7501 WISCONSIN AVE · BETHESDA, MD 20814 Investment Management | $17,193 |
SEGALL BRYANT & HAMILL9 years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 Investment Management | $11,023 |
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 |
|---|---|---|
Timothy D. Boles, Asa Ea Bolton Partners, Inc. 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.
10 filings · 2016 to 2025