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.
$677K in admin expenses, $1373 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
10 funds of $250K or more; 28 lines in all, holding $56.2M of the plan's $73.6M. Recordkeeper: Carday Associates.
| Fund | Dollars | % of funds% |
|---|---|---|
| NT Collective Russell Northern Trust · Collective trust | $11.2M | 20.0% |
| Loomis Sayles High Yield Coservative Trust Natixis IM · Other | $9.0M | 16.0% |
| Corbin Erisa Opportunity Fund, L.p. Manager not matched · Mutual fund | $8.4M | 14.9% |
| First Eagle Global Value Fund LP First Eagle · Mutual fund | $6.6M | 11.8% |
| Earnest Partners International Fund Earnest Partners · Mutual fund | $6.2M | 11.0% |
| Principal Rate Date Common collective trusts (continued): Multi-Employer Pr Principal · Collective trust | $3.9M | 7.0% |
| Limited Partnerships: Boyd Watterson Gsa Fund LP Manager not matched · Mutual fund | $3.6M | 6.4% |
| Asb Allegiance Real Estate Fund ASB Capital Management · Collective trust | $2.8M | 5.1% |
| Earnest Partners Smid Cap Cpre FDR Cl Manager not matched · Other | $2.5M | 4.4% |
| Reinsurance Group OF America Manager not matched · Insurance contract | $259K | 0.5% |
| 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 |
18 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
18 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 |
|---|---|
CARDAY ASSOCIATES10+ years Filed as: CARDAY ASSOCIATES, INC. Service code 13 · EIN 53-0257019 Contract Administrator | $79,830 |
SEGALL BRYANT & HAMILL2 years Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 35-2679129 Investment Management | $69,090 |
CHEIRON1 year Filed as: CHEIRON INC. Service code 11 · EIN 13-4215617 Actuarial | $44,489 |
LOOMIS SAYLES8 years Filed as: LOOMIS, SAYLES & COMPANY, LP Service code 28 · EIN 20-8080381 Investment Management | $44,271 |
Filed as: INVESTMENT PERFORMANCES SERVICES Service code 27 · EIN 58-2432390 Advisory (Plan) | $38,750 |
NEWTOWER TRUST COMPANY6 years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 Investment Management | $34,984 |
BOLTON PARTNERS, INC.10+ years Service code 11 · EIN 52-1231144 Actuarial | $32,174 |
CHEVY CHASE TRUST COMPANY6 years Filed as: CHEVY CHASE TRUST Service code 19 · EIN 52-2037618 Securities Custodian | $29,311 |
NOVAK FRANCELLA LLC4 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 Accounting | $25,199 |
Filed as: MOONEY, GREEN, SAINDON, MURPHY Service code 29 · EIN 52-1958229 Legal | $24,374 |
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 |
|---|---|---|
Matt Deveney, FSA, Ea 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.
10 filings · 2016 to 2025