Filings through .
1 of 17 flags tripped on the 2025 filing.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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.
$1.8M in admin expenses, $971 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
7 funds hold $380M of the plan's $731M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Blackrock U.S. Equity Index Fund BlackRock · Collective trust Index | $114M | 29.9% |
| Wellington Trust CO Ldb Wellington · Collective trust | $97.5M | 25.7% |
| Invesco Core Real Estate Invesco · Other | $52.8M | 13.9% |
| Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund | $48.5M | 12.8% |
| Harding Loevner International Equity Collective Investment Fund Affiliated Managers Group · Collective trust | $36.7M | 9.7% |
| Private equity fund Mesirow · Other | $29.6M | 7.8% |
| Pantheon Global Secondary Fund IV, L.P Manager not matched · Other | $1.4M | 0.4% |
Added 1 fund, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| AddedHarding Loevner International Equity Collective Investment Fund | $36.7M |
| DroppedPrivate equity fund | $36.6M |
| DroppedBnym Newton Glbl R Return | $36.6M |
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 10 by compensation.
| Provider | Compensation |
|---|---|
TELUS HEALTH3 years Service code 38 · EIN 52-1883918 Participant Communication | $234,507 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 Actuarial | $224,131 |
ATLANTA CAPITAL MANAGEMENT2 years Filed as: ATLANTA CAPITAL Service code 18 · EIN 58-2236910 Direct payment from the plan; Custodi... | $191,046 |
NEWTON2 years Filed as: NEWTON INVESTMENT MANAGEMENT Service code 36 · EIN 13-2614959 Direct payment from the plan; Copying... | $164,182 |
Filed as: LEGAL & GENERAL INVESTMENT MANAGEME Service code 28 · EIN 20-8058531 Investment Management | $138,700 |
MERCER7 years Filed as: MERCER HUMAN RESOURCES Service code 11 · EIN 13-2834414 Actuarial | $107,913 |
CALLAN LLC1 year Filed as: CALLAN ASSOCIATES, INC Service code 16 · EIN 94-2192581 Consulting | $95,388 |
WARREN AVERETT, LLC9 years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 Accounting | $80,355 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 Investment Management | $46,985 |
ERNST & YOUNG LLP9 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 Accounting | $16,915 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Staci James, FSA Mercer 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.
Filed July 20, 2006 (most recent of 4 filings on file).
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
5 contacts
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025