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.
$565K in admin expenses, $367 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 $30.7M of the plan's $58.2M. Recordkeeper: Southern Benefit Administrators.
| Fund | Dollars | % of funds% |
|---|---|---|
| Ibew-Neca Equity Index Fund Manager not matched · Collective trust | $29.0M | 94.3% |
| AFL-CIO Building Inv AFL-CIO Investment Trust · Collective trust | $1.0M | 3.3% |
| Current Interest Identity Manager not matched · Other | $725K | 2.4% |
No lineup changes between the 2024 and 2025 filings.
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 9 by compensation.
| Provider | Compensation |
|---|---|
Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070-1449 Plan Administrator | $248,589 |
WEDGE CAPITAL MANAGEMENT11+ years Service code 28 · EIN 56-1557420 301 SOUTH COLLEGE ST 292 · CHARLOTTE, NC 28202 Investment Management | $84,027 |
NATIONAL REAL ESTATE ADVISORS, LLC11+ years Filed as: NATIONAL REAL ESTATE ADVISORS Service code 19 · EIN 72-0210640 900 7TH ST NW STE 600 · WASHINGTON, DC 20001 Securities Custodian | $47,174 |
MORGAN, LEWIS & BOCKIUS LLP7 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 1701 MARKET ST · PHILADELPHIA, PA 19103 Legal | $24,701 |
DANIELS, IRWIN & AYLOR2 years Filed as: DANIELS, IRWIN & AYLOR CPAS Service code 10 · EIN 62-1802605 223 MADISON ST STE 112 · MADISON, TN 37115-3660 Accounting | $22,825 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 333 WEST 34TH ST · NEW YORK, NY 10001 Advisory (Plan) | $21,000 |
CHEVY CHASE TRUST COMPANY3 years Service code 19 · EIN 52-2037618 7501 WISCONSIN AVE.,1500W · BETHESDA, MD 20814 Securities Custodian | $0 |
Filed as: GREAT GRAY TRUST COMPANY Service code 19 · EIN 92-1941236 6725 VIA AUSTI PKWY, 260 · LAS VEGAS, NV 89119 Securities Custodian | $0 |
Filed as: MONEY MARKET FUND 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 |
|---|---|---|
Kathryn A. Garrity, FSA, Ea, Maaa Foster & Foster, Inc. 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.
4 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025