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 7 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
6 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$1.3M in admin expenses, $318 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
9 funds hold $124M of the plan's $201M. Recordkeeper: National Employee Benefit Admin.
| Fund | Dollars | % of funds% |
|---|---|---|
| EB DV Non-SL Large Cap Stock Ind FD BNY · Collective trust | $43.5M | 34.9% |
| Investment Companies Rhumbline S&P MID CAP 400 Pooled FD RhumbLine Advisers · Other | $18.0M | 14.5% |
| Proshares S&P 500 Dividend ETF Manager not matched · ETF Index | $17.4M | 14.0% |
| Registered Investment Companies Ishares Global Infrastructure ETF BlackRock · ETF Index | $16.3M | 13.1% |
| Vanguard Intermediate Term Investment Vanguard · Mutual fund | $9.9M | 8.0% |
| Vanguard S C Groth Indx FD Ins CL Vanguard · Mutual fund Index | $6.4M | 5.2% |
| Vanguard Small-Cap Value Index Fund Vanguard · Mutual fund Index | $6.3M | 5.1% |
| Real Estate Investment Trust Rhumbline REIT Index Fund LLC RhumbLine Advisers · Collective trust Index | $5.8M | 4.7% |
| First AM Treas OB FD CL Y Manager not matched · Other | $663K | 0.5% |
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 |
|---|---|
Filed as: NATIONAL EMPLOYEE BENEFITS ADMINIST Service code 13 · EIN 65-0498809 8657 BAYPINE ROAD, BUILDING 5 - SUI · JACKSONVILLE, FL 32256 Contract Administrator | $336,861 |
Filed as: INVESTMENT CONSULTING SERVICES Service code 27 · EIN 32-0016703 2215 YORK ROAD, SUITE 206 · OAK BROOK, IL 60523 Advisory (Plan) | $95,000 |
Filed as: SEIX INVESTMENT ADVISORS Service code 27 · EIN 95-4191764 ONE MAYNARD DRIVE, SUITE 3200 · PARK RIDGE, NJ 07656 Advisory (Plan) | $94,663 |
HORIZON ACTUARIAL SERVICES, LLC9+ years Service code 11 · EIN 26-1370698 990 HAMMOND DRIVE, SUITE 220 · ATLANTA, GA 30338 Actuarial | $82,985 |
NATIONAL INVESTMENT SERVICES3 years Filed as: NATIONAL INVESTMENT SERVICES OF AME Service code 28 · EIN 84-3937993 777 E. WISCONSIN AVENUE, SUITE 2350 · MILWAUKEE, WI 53202 Investment Management | $60,629 |
Service code 19 · EIN 31-0841368 1555 N RIVERCENTER DR., SUITE 300 · MILWAUKEE, WI 53212 Securities Custodian | $45,130 |
Filed as: DUPLANTIER, HRAPMANN, HOGAN & MAHER Service code 10 · EIN 72-0567396 1615 POYDRAS ST. STE. 2100 · NEW ORLEANS, LA 70112 Accounting | $42,720 |
Filed as: ROBEIN URANN SPENCER PICARD & CANGE Service code 29 · EIN 72-0999672 2540 SEVERN AVE. STE 400 · METAIRIE, LA 70002 Legal | $28,993 |
Service code 99 · EIN 52-1796473 3000 SOUTH LENOLA ROAD · MAPLE SHADE, NJ 08052 Other Fees | $15,093 |
RHUMBLINE ADVISORS5 years Filed as: RHUMBLINE ADVISERS Service code 28 · EIN 04-3118582 265 FRANKLIN ST · BOSTON, MA 02110 Investment Management | $11,427 |
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 |
|---|---|---|
Mark Stewart Horizon Actuarial Services, LLC 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.
7 filings · 2017 to 2025