Filings through .
3 of 18 flags tripped on the 2024 filing.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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 2024 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.
$626K in admin expenses, $1212 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 hold $23.8M of the plan's $40.0M. Recordkeeper: Benefit Resources.
| Fund | Dollars | % of funds% |
|---|---|---|
| Guggenheim Total Rtn Guggenheim · Mutual fund | $6.0M | 25.4% |
| Fidelity Low Priced Stock Fund 316 Fidelity (FMR) · Mutual fund | $4.0M | 16.6% |
| Clearbridge Franklin Templeton · Mutual fund | $3.9M | 16.4% |
| Eaton Vance-Atlanta Smid-I Morgan Stanley · Mutual fund | $2.1M | 8.9% |
| PIMCO Commodity Fund PIMCO (Allianz) · Mutual fund | $1.9M | 7.8% |
| John Hancock John Hancock (Manulife) · Mutual fund | $1.8M | 7.6% |
| TCW Fixed Income Fund TCW · Mutual fund | $1.6M | 6.6% |
| Goldman Sachs Goldman Sachs · Mutual fund | $1.1M | 4.6% |
| MFS New Discovery Fund MFS (Sun Life) · Mutual fund | $1.1M | 4.5% |
| First Amer Prime Oblig Fund Manager not matched · Mutual fund | $406K | 1.7% |
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 7 by compensation.
| Provider | Compensation |
|---|---|
DULANEY & COMPANY, INC.10+ years Service code 11 · EIN 11-3647718 10691 N. KENDALL DRIVE SUITE 310 · MIAMI, FL 33176 Actuarial | $183,600 |
BENEFIT RESOURCES, INC.2 years Service code 13 · EIN 76-0560942 8441 GULF FREEWAY, SUITE 304 · HOUSTON, TX 77017 Contract Administrator | $82,737 |
ROBERT HARRELL INC.2 years Filed as: ROBERT HARRELL INCORPORATED Service code 17 · EIN 75-2387209 9310 N. CAPITAL OF TEXAS · AUSTIN, TX 78731 Pension Consulting | $76,795 |
BAAB & DENNISON LLP10+ years Filed as: BAAB & DENISON, LLP Service code 29 · EIN 75-2617281 6301 GASTON AVE SUITE 550 · DALLAS, TX 75214 Legal | $41,000 |
EDWARDS AND LEATHERS, P.C.10+ years Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77521 Accounting | $24,670 |
ALBERT LEVY, P.C.10+ years Service code 29 · EIN 75-2653991 2771 N. STEMMONS FREEWAY, · DALLAS, TX 75207 Legal | $24,000 |
C.S. MCKEE, L.P.10+ years Service code 28 · EIN 25-1900068 ONE GATEWAY CENTER 8TH FLOOR · PITTSBURGH, PA 15222 Investment Management | $16,966 |
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 2024 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Donald A. Dulaney, Jr. Dulaney and Company, Inc. 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.
4 contacts
Phone and email for the actuary are on Pro.
10 filings · 2015 to 2024