Filings through .
1 of 17 flags tripped on the 2025 filing.
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.
$298K in admin expenses, $550 per participant (all participants, line 6f).
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 5 by compensation.
| Provider | Compensation |
|---|---|
SEI INVESTMENTS4 years Filed as: SEI INVESTMENTS MANAGEMENT CORP Service code 28 · EIN 04-2452803 Investment Management | $104,355 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 Actuarial | $44,241 |
GRANT THORNTON LLP3 years Service code 10 · EIN 36-6055558 Accounting | $21,400 |
Service code 21 · EIN 31-0841368 Bank Trustee | $9,102 |
MORGAN, LEWIS & BOCKIUS LLP8 years Service code 29 · EIN 23-0891050 Legal | $6,925 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Mark B. Gengenbach Willis Towers Watson US LLC 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.
6 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025