Filed January 16, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 26-2237421 | Investment Management | $22,156,656 |
Filed as: ADMINISTRATIVE STAFF Service code 30 · EIN 53-0181657 | Non-monetary compensation; Employee (... | $10,993,338 |
RCP ADVISORS 2, LLC1 year Filed as: RCP ADVISORS 2,LLC Service code 28 · EIN 45-5510695 | Investment Management | $6,218,670 |
ULLICO6+ years Filed as: UNION LABOR LIFE INSURANCE CO. Service code 28 · EIN 13-1423090 | Investment Management | $2,866,281 |
RBC GLOBAL ASSET MANAGEMENT6+ years Service code 28 · EIN 41-1460668 | Investment Management | $2,761,194 |
TIMES SQUARE CAPITAL MANAGEMENT6+ years Service code 28 · EIN 20-1665304 | Investment Management | $1,968,190 |
INVESTMENT STAFF6+ years Service code 30 · EIN 53-0181657 | Non-monetary compensation; Employee (... | $1,862,658 |
Filed as: MELLON INVESTMENTS CORPORATION Service code 28 · EIN 25-1442864 | Investment Management | $1,569,359 |
LOOMIS SAYLES6+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $1,423,332 |
XPERIS IT COMPANY6+ years Service code 16 · EIN 47-1728257 | Consulting | $1,317,776 |
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 1 reportable transaction with Solo.
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Employer contribution per participant 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 | $165,322-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.0%0pp |
| Annual return | 9.49% | 13.80%-4.3pp | 8.01%+1.5pp | 13.80%-4.3pp |
| Employer contribution / active EE | $2,169 | $10,386-79.1% | $29,475-92.6% | $10,386-79.1% |
| Participant deferral / active EE | $0 | $448-100.0% | $735-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $637-100.0% | - |