Filings through .
2 of 18 flags tripped on the 2025 filing.
Possible retail share class: $1.9M
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.
$174K in admin expenses, $1070 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; 21 lines in all, holding $29.0M of the plan's $53.7M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Common collective trusts 3? Morgan CB Corporate High Yield FO Manager not matched · Collective trust | $5.5M | 19.0% |
| Hedge Funds Corbin Erisa Opportunity Fund Manager not matched · Mutual fund | $4.9M | 16.8% |
| Lazard/wilmington Intl Equity Port CL I Lazard · Mutual fund | $4.5M | 15.6% |
| Boyd Watterson GSA FD LP Manager not matched · Other | $3.9M | 13.6% |
| Intercontinental U.S. Reif, LLC Manager not matched · Other | $2.9M | 9.9% |
| GCM Grosvenor SEC Opps FDR FD It Manager not matched · Other | $1.6M | 5.5% |
| Hamilton Lane Secondary Fund V Manager not matched · Mutual fund Possible retail class A | $1.6M | 5.4% |
| Ullico Infrastructure Tax-Exempt Fund, LP Ullico · Mutual fund | $1.5M | 5.0% |
| Boyd Watterson State Government FD LP Manager not matched · Other | $1.4M | 4.9% |
| Jpmorgan Chase Equity JPMorgan · Mutual fund Possible retail class A | $373K | 1.3% |
| 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 |
11 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
11 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 6 by compensation.
| Provider | Compensation |
|---|---|
COLUMBIA MANAGEMENT INVESTMENT ADVI10+ years Service code 27 · EIN 13-3180631 Advisory (Plan) | $61,549 |
Service code 27 · EIN 58-2432390 Advisory (Plan) | $38,500 |
GREAT LAKES ADVISORS, LLC7 years Filed as: GREAT LAKES ADVISORS Service code 27 · EIN 36-3153396 Advisory (Plan) | $19,258 |
MESIROW FINANCIAL INVESTMENT MANAGE10+ years Service code 27 · EIN 11-2814158 Advisory (Plan) | $17,303 |
Service code 21 · EIN 86-1680526 Bank Trustee | $10,433 |
SEGALL BRYANT & HAMILL1 year Filed as: SEGALL BRYANT & HAMILL LLC Service code 27 · EIN 41-1788385 Advisory (Plan) | $5,945 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
James E. Ritchie Bolton Partners, Inc. 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 January 3, 2020.
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
5 contacts
Phone and email for the actuary and top hat administrator are on Pro.
10 filings · 2016 to 2025