Filings through .
2 of 17 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
$3.9M in admin expenses, $196 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
3 funds hold $331M of the plan's $619M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Registered Investment Companies Manager not matched · Other | $223M | 67.3% |
| Partnership-Joint Venture Interests Manager not matched · Other | $67.3M | 20.4% |
| Common Collective Trusts Manager not matched · Collective trust | $40.8M | 12.3% |
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 of 20 by compensation.
| Provider | Compensation |
|---|---|
FRIEDMAN & ANSPACH11+ years Service code 29 · EIN 13-3403675 1500 BROADWAY, SUITE 2303 · NEW YORK, NY 10036 Legal | $306,441 |
THE SEGAL COMPANY11+ years Service code 11 · EIN 13-2619259 P.O. BOX 4125 · NEW YORK, NY 10261 Actuarial | $278,459 |
Filed as: INCOME RESEARCH & MGMT CO Service code 28 · EIN 04-2955404 Investment Management | $182,752 |
CARR, RIGGS & INGRAM, LLC11+ years Filed as: CARR, RIGGS AND INGRAM LLC Service code 10 · EIN 72-1396621 3700 COLONNADE PARKWAY, STE. 300 · BIRMINGHAM, AL 35243 Accounting | $175,132 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 P.O. BOX 4142 CHURCH STREET STATION · NEW YORK, NY 10261 Advisory (Plan) | $165,667 |
WESTERN ASSET MANAGEMENT COMPANY11+ years Filed as: WESTERN ASSET US CORE PLUS LLC Service code 27 · EIN 20-1575788 385 EAST COLORADO BOULEVARD · PASADENA, CA 91101 Advisory (Plan) | $163,637 |
JOSHUA BREWER3 years Service code 14 1901 10TH AVE SOUTH, PO BOX 55728 · BIRMINGHAM, AL 35255 Plan Administrator | $107,047 |
FIDUCIARY MANAGEMENT, INC.11+ years Filed as: FIDUCIARY MANAGEMENT, INC Service code 28 · EIN 39-1346018 100 E WISCONSIN AVE 2200 · MILWAUKEE, WI 53202 Investment Management | $95,788 |
DEBORAH QUICK11+ years Service code 30 1901 10TH AVE SOUTH, PO BOX 55728 · BIRMINGHAM, AL 35255 Employee (plan) | $93,040 |
PROSKAUER ROSE LLP11+ years Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 10036 Legal | $80,932 |
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 |
|---|---|---|
Adam E. Condrick Segal 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