Filed April 19, 1995
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
I.B.E.W.1+ years Service code 14 · EIN 53-0088380 | Plan Administrator | $2,500,000 |
THE BANK OF NEW YORK MELLON1+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $1,797,933 |
ULLICO1+ years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 | Investment Management | $928,595 |
SUNTRUST BANKS, INC.1+ years Filed as: STERLING CAPITAL MANAGEMENT LLC Service code 28 · EIN 42-1658828 | Investment Management | $764,164 |
VICTORY1+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $695,781 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $497,174 |
WESTERN ASSET MANAGEMENT COMPANY1+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $481,257 |
ASB CAPITAL MANAGEMENT1+ years Service code 28 · EIN 80-0618452 | Investment Management | $466,839 |
CS CAPITAL MANAGEMENT, INC.1+ years Service code 27 · EIN 58-1973304 | Advisory (Plan) | $404,203 |
Filed as: POTTS-DUPRE, HAWKINS & KRAMER, CHTD Service code 29 · EIN 52-1660807 | Legal | $374,079 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $293,085-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 86.7%-86.7pp | 0.0%0pp |
| Annual return | -0.89% | 2.99%-3.9pp | -21.55%+20.7pp | 2.99%-3.9pp |
| Employer contribution / active EE | $0 | $0 | $5,774-100.0% | - |
| Participant deferral / active EE | $184 | $1840% | $3,831-95.2% | $1840% |
| Admin fee / account holder | $0 | $0 | $5,672-100.0% | - |