Filings through .
No flags tripped on the 2025 filing.
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.
$360K in admin expenses, $661 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
10 funds of $250K or more; 12 lines in all, holding $65.9M of the plan's $69.3M. Recordkeeper: Gulf States Cons & ADM.
| Fund | Dollars | % of funds% |
|---|---|---|
| Blackrock Equity Index Fund BlackRock · Collective trust Index | $18.2M | 27.6% |
| BlackRock Russell BlackRock · Mutual fund | $14.2M | 21.5% |
| Neuberger Strategic Income Fund Neuberger Berman · Mutual fund | $10.6M | 16.0% |
| Insurance Contracts Massachusetts Mutual Life Insurance Company MassMutual · Insurance contract | $6.2M | 9.4% |
| Real estate Boyd Watterson Manager not matched · Mutual fund | $5.6M | 8.4% |
| BlackRock Mid Cap Equity Index Fund BlackRock · Collective trust Index | $3.7M | 5.6% |
| International Equity Fund Manager not matched · Collective trust | $3.4M | 5.2% |
| U.S. Real Estate Investment Fund, LLC Manager not matched · Mutual fund | $1.8M | 2.8% |
| Wells Fargo N.A. Money Market Account Allspring · Money market | $1.7M | 2.6% |
| Money Market Mutual Fund Manager not matched · Money market | $540K | 0.8% |
| 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 |
2 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
2 more lines 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 |
|---|---|
GULF STATES CONS & ADM INC8 years Filed as: GULF STATES CONSULTANTS & ADMINISTR Service code 14 · EIN 63-0836919 1717 OLD SHELL ROAD · MOBILE, AL 36604 Plan Administrator | $84,000 |
Filed as: BOYD WATTERSON Service code 28 · EIN 34-1922005 1801 EAST 9TH STREET, SUITE 1400 · CLEVELAND, OH 44114-3179 Investment Management | $69,689 |
REYNOLDS CONSULTING SERVICES7 years Filed as: REYNOLDS CONSULTING Service code 28 · EIN 20-1899564 25 NEWBRIDGE RD, SUITE 205 · HICKSVILLE, NY 11801 Investment Management | $31,500 |
RBC GLOBAL ASSET MANAGEMENT7 years Service code 28 · EIN 41-1460668 50 SOUTH SIXTH STREET · MINNEAPOLIS, MN 55402 Investment Management | $29,297 |
SOUTHERN ACTUARIAL SERVICES5 years Service code 11 · EIN 58-2409046 PO BOX 888343 · ATLANTA, GA 30356 Actuarial | $27,050 |
WAY, RAY, SHELTON & CO., P.C.10+ years Service code 10 · EIN 63-0962807 216 MCFARLAND CIRCLE NORTH · TUSCALOOSA, AL 35406 Accounting | $23,000 |
Filed as: US REAL ESTATE INVESTMENT FUND, LLC Service code 28 · EIN 63-0267566 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 Investment Management | $18,766 |
MACKAY SHIELDS LLC7 years Filed as: MACKAY SHIELDS, LLC Service code 28 · EIN 13-4080466 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 Investment Management | $15,932 |
Filed as: MASSMUTUAL Service code 28 · EIN 04-1590850 1143 1ST AVE S SUITE 107 · BIRMINGHAM, AL 35233 Investment Management | $13,935 |
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 |
|---|---|---|
Charles T. Carr Southern Actuarial Services Company 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.
5 contacts
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025