Filings through .
2 of 18 flags tripped on the 2025 filing.
Possible retail share class: $86.8M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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, $2721 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
19 funds of $250K or more; 20 lines in all, holding $165M of the plan's $228M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Aflcio Stock Index Fund Manager not matched · Mutual fund IndexPossible retail class A | $28.0M | 16.9% |
| Wellington Small CAP 2000 Wellington · Other | $22.7M | 13.7% |
| Loomis Sayles High Yield Conservative Trust Natixis IM · Collective trust | $22.5M | 13.6% |
| Partnerships Boyd Watterson GSA Fund, L.P. Manager not matched · Mutual fund Possible retail class A | $14.2M | 8.6% |
| JP Morgan IIF Erisa Hedged, L.P. JPMorgan · Other | $10.9M | 6.6% |
| NIS Preferred Stock Fund II, LLC National Investment Services · Mutual fund Possible retail class A | $10.2M | 6.2% |
| Equity Manager not matched · Other | $10.0M | 6.1% |
| Ullico J FOR Jobs Ullico · Other | $9.0M | 5.5% |
| NB Private Debt Fund IV L.P. Manager not matched · Mutual fund Possible retail class A | $5.9M | 3.6% |
| Invesco Balanced-Risk Allocation Fund Class A Invesco · Mutual fund Possible retail class A | $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 |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 3 funds.
| Fund | Year-end value |
|---|---|
| AddedLoomis Sayles High Yield Conservative Trust | $22.5M |
| AddedJpmorgan Chase Equity | $946K |
| AddedEquity Goldman Sachs | $747K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 5 renames.
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.
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 13 by compensation.
| Provider | Compensation |
|---|---|
FOUNDRY PARTNERS6 years Filed as: FOUNDRY PARTNERS LLC Service code 51 · EIN 84-3346426 Investment Mgmt Fees | $168,871 |
WELLINGTON MANAGEMENT8 years Filed as: WELLINGTON TRUST COMPANY Service code 28 · EIN 04-2755549 Investment Management | $155,203 |
THE SEGAL COMPANY11+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-1835864 Advisory (Plan) | $115,500 |
THE SEGAL COMPANY11+ years Service code 11 · EIN 13-1835864 Actuarial | $102,309 |
FISHER INVESTMENTS11+ years Service code 28 · EIN 94-3029777 Investment Management | $101,012 |
O'DONOGHUE & O'DONOGHUE3 years Service code 29 · EIN 53-0120528 Legal | $82,493 |
LOOMIS SAYLES8 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 Investment Mgmt Fees | $61,197 |
ULLICO5 years Filed as: ULLICO INFRASTRUCTURE Service code 28 · EIN 52-6435649 Investment Management | $50,920 |
ULLICO5 years Filed as: ULLICO J Service code 28 · EIN 13-1423090 Investment Management | $41,457 |
Filed as: HUDSON EDGE INVESTMENT PARTNERS Service code 51 · EIN 52-1296988 Investment Mgmt Fees | $40,953 |
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 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