Filings through .
4 of 18 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
$15K in admin expenses, $67 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
4 funds of $250K or more; 5 lines in all, holding $3.4M of the plan's $3.4M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fixed Income Mutual Funds PIMCO Investment Grade Corporate Bond Fund PIMCO (Allianz) · Mutual fund | $1.1M | 32.5% |
| PIMCO Long Duration Total Return Fund PIMCO (Allianz) · Mutual fund | $1.0M | 30.5% |
| Real Estate Fund Trumbull Property Fund Manager not matched · Mutual fund | $708K | 20.7% |
| PIMCO Long-Term Credit Bond Fund PIMCO (Allianz) · Mutual fund | $440K | 12.9% |
| Fidelity Government Money Market Fund (Instl) Fidelity (FMR) · Money market | $117K | 3.4% |
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 1 by compensation.
| Provider | Compensation |
|---|---|
WESTWOOD HOLDINGS GROUP9 years Filed as: WESTWOOD MANAGEMENT CORP Service code 28 · EIN 13-3160186 Investment Management | $14,508 |
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 |
|---|---|---|
Jeff R. Smith, FSA, Ea American Trust 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.
3 contacts
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025