Filings through .
2 of 18 flags tripped on the 2025 filing.
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.
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.
$152K in admin expenses, $127 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
1 fund holds $13.2M of the plan's $13.4M. Recordkeeper: Ameritas Life Insurance.
| Fund | Dollars | % of funds% |
|---|---|---|
| 1c Pooled separate account: Ameritas Life of NY Advantage Separate Account G-3 Ameritas · Separate account | $13.2M | 100.0% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
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 4 by compensation.
| Provider | Compensation |
|---|---|
AMERITAS LIFE INSURANCE CORP9 years Service code 15 · EIN 13-3758127 Recordkeeping | $78,977 |
NOVAK FRANCELLA LLC8 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 Accounting | $34,518 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS, INC. Service code 16 · EIN 13-2646110 Consulting | $20,000 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 49 P.O. BOX 182051 · COLUMBUS, OH 43218-2051 Other Services | $5,753 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
4 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025