Filings through .
1 of 17 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Free for 7 days, then $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. Free for 7 days, then $49 a month.
$364K in admin expenses, $320 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
7 funds of $250K or more; 28 lines in all, holding $17.4M of the plan's $23.9M. Recordkeeper: TIC International.
| Fund | Dollars | % of funds% |
|---|---|---|
| Alger Capital Appreciation Series Manager not matched · Other | $4.6M | 26.4% |
| Post Intermediate Term High Yield Fund LP Manager not matched · Mutual fund | $3.4M | 19.6% |
| First Eagle Global Value Fund LP First Eagle · Mutual fund | $2.8M | 16.1% |
| Victory Small Cap Fund Victory Capital · Mutual fund | $2.3M | 13.3% |
| Limited Partnerships US Real Estate Investment Fund LLC Manager not matched · Mutual fund | $1.6M | 9.4% |
| AFL-CIO Building Investment Trust AFL-CIO Investment Trust · Collective trust | $1.1M | 6.0% |
| Boyd Watterson State Government Fund, LP Manager not matched · Mutual fund | $868K | 5.0% |
| Philip Morris Intl Manager not matched · Other | $96K | 0.5% |
| Morgan Stanley Morgan Stanley · Other | $93K | 0.5% |
| Discover Financial Manager not matched · Other | $74K | 0.4% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
18 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
18 more lines in this lineup are on Pro. Free for 7 days, then $49 a month.
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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 10 by compensation.
| Provider | Compensation |
|---|---|
TIC INTERNATIONAL CORPORATION11+ years Filed as: TIC INTERNATIONAL CORP Service code 13 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 48917 Contract Administrator | $47,250 |
Filed as: UNITED ACTUARIAL SERVICES INC Service code 11 · EIN 35-2156428 11590 N MADISON ST. · CARMEL, IN 46032 Actuarial | $33,250 |
INVESTMENT PERFORMANCE SERVICES10+ years Filed as: INVESTMENT PERFORMANCE SERV LLC Service code 27 570 E YORK ST · SAVANNAH, GA 31401 Advisory (Plan) | $24,394 |
LEDBETTER PARTNERS LLC2 years Service code 29 · EIN 03-0599899 5078 WOOSTER RD. STE 400 · CINCINNATI, OH 45226 Legal | $23,516 |
VICTORY CAPITAL MANAGEMENT7 years Filed as: VICTORY CAPITAL Service code 28 15935 LA CANTERA PARKWAY · SAN ANTONIO, TX 78256 Investment Management | $22,583 |
BOSTON PARTNERS6 years Service code 28 ONE BEACON STREET · BOSTON, MA 02108 Investment Management | $21,836 |
Filed as: INTERCONTINENTAL US REAL ESTATE FD Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 Investment Management | $19,916 |
BNY MELLON9 years Service code 28 240 GREENWICH ST · NEW YORK, NY 10286 Investment Management | $17,476 |
FRANK N HESTAND CPA PSC11+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 Accounting | $8,500 |
PNC BANK, N.A.2 years Filed as: PNC BANK Service code 19 300 FIFTH AVENUE · PITTSBURG, PA 15222 Securities Custodian | $5,490 |
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 |
|---|---|---|
Erika L Creager United Actuarial Services Inc. Schedule MB | Schedule MB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Free for 7 days, then $49 a month.
3 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025