Filings through .
2 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return 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.
$947K in admin expenses, $684 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; 15 lines in all, holding $49.6M of the plan's $77.7M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Winslow Large CAP Grwth FD TIAA (Nuveen) · Other | $10.6M | 21.5% |
| Wellington CIF II QV S1 Wellington · Other | $10.4M | 20.9% |
| U.S. Real Estate Investment Fund, LLC Manager not matched · Mutual fund | $6.9M | 13.8% |
| Corbin Erisa Opportunity Fund, LP Manager not matched · Mutual fund | $5.6M | 11.4% |
| WCM International Small Cap Growth Fund L.P WCM Investment Management · Mutual fund | $3.8M | 7.8% |
| Lazard International Equity CIT Lazard · Collective trust | $3.5M | 7.0% |
| Boyd Watterson GSA Fund LP Manager not matched · Mutual fund | $2.6M | 5.3% |
| Grosvenor Secondary OPP II Manager not matched · Other | $2.4M | 4.9% |
| Grosvenor Secondary OPP III Manager not matched · Other | $1.9M | 3.8% |
| ASB Allegiance RE FD ASB Capital Management · Other | $1.5M | 3.0% |
| 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 | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
5 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
5 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 10 of 19 by compensation.
| Provider | Compensation |
|---|---|
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES, LLC Service code 49 · EIN 52-1796473 3700 KOPPERS STREET, SUITE 400 · BALTIMORE, MD 21227 Other Services | $76,310 |
INVESTMENT PERFORMANCE SERVICES10+ years Filed as: INVESTMENT PERFORMANCE SERVICE, L.L Service code 16 · EIN 58-2432390 411 S STATE STREET, SUITE 301 · NEWTOWN, PA 18940 Consulting | $75,073 |
ATLANTA CAPITAL MANAGEMENT10+ years Filed as: ATLANTA CAPITAL MANAGEMENT COMPANY Service code 68 · EIN 58-2236910 1075 PEACHTREE STREET NE, STE 2100 · ATLANTA, GA 30309 Securities brokerage commissions and ... | $53,608 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY (WESTERN STATES), Service code 11 · EIN 94-1503999 66 HUDSON BLVD E 20TH FLOOR · NEW YORK, NY 10001-2192 Actuarial | $50,292 |
ROBEIN, URANN, SPENCER, PICARD & CA10+ years Filed as: ROBEIN URANN SPENCER PICARD & CANGE Service code 29 · EIN 72-0999672 2540 SEVERN AVE. STE 400 · METAIRIE, LA 70002 Legal | $49,590 |
Filed as: HARDMAN JOHNSTON GLOBAL ADVISORS LL Service code 28 · EIN 13-3257590 300 ATLANTIC STREET, SUITE 601 · STAMFORD, CT 06901 Investment Management | $35,761 |
CHARTWELL INVESTMENT PARTNERS10+ years Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 · EIN 36-4776242 1205 WESTLAKES DRIVE, SUITE 100 · BERWYN, PA 19312 Investment Management | $33,831 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT COM Service code 28 · EIN 34-1922005 1301 EAST 9TH STREET, SUITE 2900 · CLEVELAND, OH 44114 Investment Management | $33,083 |
Service code 52 · EIN 82-2733202 281 BROOKS ST. · LAGUNA BEACH, CA 92651 Indirect Investment Fees | $32,110 |
DUPLANTIER HRAPMANN HOGAN & MAHER L10+ years Filed as: DUPLANTIER, HRAPMMAN, HOGAN & MAHER Service code 10 · EIN 72-0567396 3510 N CAUSEWAY BLVD, STE 500 · METAIRIE, LA 70002 Accounting | $30,650 |
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 |
|---|---|---|
Ben Kirkland, FSA, Fca, Maaa, Ea Segal 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.
10 filings · 2016 to 2025