Filings through .
2 of 17 flags tripped on the 2025 filing.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
$836K in admin expenses, $855 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
9 funds of $250K or more; 20 lines in all, holding $67.1M of the plan's $105M. Recordkeeper: Associated Administrators.
| Fund | Dollars | % of funds% |
|---|---|---|
| NT Collective Russell Northern Trust · Collective trust | $20.7M | 30.9% |
| Boyd Waterson State Government Fund, L.P. Manager not matched · Mutual fund | $12.5M | 18.7% |
| Jpmcb Corporate High Yield Fund JPMorgan · Mutual fund | $12.0M | 17.9% |
| Limited partnerships Corbin Erisa Opportunity Fund, LP Manager not matched · Mutual fund | $11.9M | 17.8% |
| Real estate trust fund ARA Core Property Fund Manager not matched · Collective trust | $3.8M | 5.7% |
| Invesco Core Real Estate - U.S.A. - L.P. Invesco · Other | $3.7M | 5.6% |
| Par/Maturity ~~~ "Short Term Investments Federated Hermes Government Obligations Fund Federated Hermes · Mutual fund | $994K | 1.5% |
| Fabrinet Sedol B4JSZL8 Isin KYG Manager not matched · Other | $276K | 0.4% |
| Assn Pool MA Manager not matched · Other | $265K | 0.4% |
| Hartford Common Stocks Hartford Funds · Insurance contract | $155K | 0.2% |
| 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 |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
10 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 of 14 by compensation.
| Provider | Compensation |
|---|---|
Filed as: BOYD WATTERSON Service code 28 · EIN 34-1922005 Investment Management | $111,202 |
ASSOCIATED ADMINISTRATORS, LLC11+ years Service code 13 · EIN 65-1205077 Contract Administrator | $111,178 |
INVESTMENT PERFORMANCE SERVICES11+ years Service code 16 · EIN 58-2432390 Consulting | $82,500 |
ATLANTA CAPITAL MANAGEMENT5 years Service code 68 · EIN 58-2236910 Securities brokerage commissions and ... | $45,578 |
MORGAN, LEWIS & BOCKIUS LLP3 years Filed as: MORGAN LEWIS BOCKIUS LLP Service code 29 · EIN 23-0891050 Legal | $44,394 |
JP MORGAN3 years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-4994650 Investment Management | $43,861 |
AMERICAN REALTY ADVISORS11+ years Service code 28 · EIN 33-0123114 Investment Management | $42,693 |
PNC BANK, N.A.11+ years Filed as: PNC BANK Service code 28 · EIN 22-1146430 Investment Management | $42,643 |
CHEIRON11+ years Service code 11 · EIN 13-4215617 Actuarial | $35,931 |
INVESCO11+ years Filed as: INVESCO REAL ESTATE Service code 28 · EIN 58-1707262 Investment Management | $34,488 |
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 |
|---|---|---|
Christopher J. Mietlicki 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. 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