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.
$904K in admin expenses, $286 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
36 funds of $250K or more; 86 lines in all, holding $219M of the plan's $293M. Recordkeeper: Morgan Stanley.
| Fund | Dollars | % of funds% |
|---|---|---|
| Legal & Guardian S&P Manager not matched · Collective trust | $53.2M | 24.3% |
| Legal & Guardian Msc Manager not matched · Collective trust | $27.8M | 12.7% |
| Longview Largecap 50 Manager not matched · Collective trust | $21.3M | 9.7% |
| Longview Largecap 10 Manager not matched · Collective trust | $18.9M | 8.6% |
| Invesco Core Plus FI Invesco · Collective trust | $11.1M | 5.1% |
| Boyd Watterson GSA F Manager not matched · Other | $10.8M | 4.9% |
| AEW Core Property TR Manager not matched · Other | $10.2M | 4.6% |
| Pgim High Yield Fund Prudential (PGIM) · Mutual fund | $7.8M | 3.5% |
| Vanguard Growth ETF Vanguard · ETF | $6.9M | 3.2% |
| Vanguard Value ETF Vanguard · ETF | $6.5M | 3.0% |
| 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 |
76 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 8 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedLegal & Guardian S&P | $53.2M |
| DroppedLegal & General Collective | $48.4M |
| AddedLongview Largecap 50 | $21.3M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
76 more lines and 6 more changes in this lineup are on Pro. Pro is free for 7 days and then costs $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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 9 by compensation.
| Provider | Compensation |
|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 11-3658445 800 EAST 96 ST STE 400 · INDIANAPOLIS, IN 46240 Securities Custodian | $366,465 |
BHA CONSULTING9 years Service code 11 · EIN 26-1384808 5400 LAUREL SPRINGS PKWY · SUWANEE, GA 30024 Actuarial | $114,061 |
Service code 14 · EIN 62-1116095 2001 CALDWELL DR · GOODLETTSVILLE, TN 37072 Plan Administrator | $113,919 |
Service code 29 · EIN 62-0513048 223 ROSA L PARKS AVE 200 · NASHVILE, TN 37203 Legal | $36,583 |
DANIELS, IRWIN & AYLOR8 years Filed as: DANIELS, IRWIN & AYLOR CPAS Service code 10 · EIN 62-1802605 223 MADISON ST, 112 · MADISON, TN 37115 Accounting | $36,050 |
Filed as: VICTORY CAPITAL MANAGEMENT INC. Service code 19 · EIN 13-2700161 15935 LA CANTERA PKWY · SAN ANTONIO, TX 78256 Securities Custodian | $26,724 |
RELIANCE TRUST COMPANY2 years Service code 19 · EIN 35-7085469 1100 ABERNATHY RD NE 400 · ATLANTA, GA 30328 Securities Custodian | $24,097 |
BOYD WATTERSON ASSET MANAGEMENT11+ years Service code 19 · EIN 34-1922005 18801 E. 9TH ST. STE 1400 · CLEVELAND, OH 44114 Securities Custodian | $0 |
MONEY MARKET, MUTUAL & ETFS8 years Service code 19 Securities Custodian | $0 |
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 |
|---|---|---|
J. Scott Haynsworth Bha Consulting Schedule MB | Schedule MB |
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.
11 filings · 2015 to 2025