Filed January 16, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADMINISTRATIVE STAFF Service code 30 · EIN 53-0181657 | Non-monetary compensation; Employee (... | $11,056,790 |
RCP ADVISORS 2, LLC1 year Filed as: RCP ADVISORS 2 LLC Service code 28 · EIN 45-5510695 | Investment Management | $5,454,884 |
BOSTON PARTNERS4+ years Filed as: THE BOSTON CO. ASSET MANAGEMENT Service code 28 · EIN 04-3404987 | Investment Management | $3,031,179 |
RBC GLOBAL ASSET MANAGEMENT4+ years Service code 28 · EIN 41-1460668 | Investment Management | $2,561,776 |
ASB CAPITAL MANAGEMENT4+ years Service code 28 · EIN 80-0618452 | Investment Management | $2,219,417 |
ULLICO4+ years Filed as: UNION LABOR LIFE INSURANCE CO. Service code 28 · EIN 13-1423090 | Investment Management | $1,761,836 |
INVESTMENT STAFF4+ years Service code 30 · EIN 53-0181657 | Non-monetary compensation; Employee (... | $1,740,592 |
TIMES SQUARE CAPITAL MANAGEMENT4+ years Service code 28 · EIN 20-1665304 | Investment Management | $1,572,314 |
GAMCO ASSET MANAGEMENT4+ years Service code 28 · EIN 13-4007862 | Investment Management | $1,414,570 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $1,295,864 |
See 1 actuary disclosure with Solo.
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 4 reportable transactions with Solo.
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The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $7,764,297-100.0% | $245,396-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -2.10% | -1.95%-0.2pp | -752.26%+750.2pp | -1.95%-0.2pp |
| Employer contribution / active EE | $2,178 | $9,243-76.4% | $31,802-93.2% | $9,243-76.4% |
| Participant deferral / active EE | $0 | $425-100.0% | $47-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $1,223-100.0% | $62,356-100.0% |