Filings through .
2 of 17 flags tripped on the 2025 filing.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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.
$3.5M in admin expenses, $177 per participant (all participants, line 6f).
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 10 of 11 by compensation.
| Provider | Compensation |
|---|---|
Service code 15 · EIN 04-2647786 Recordkeeping | $709,001 |
Filed as: WILLIS TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 Actuarial | $237,934 |
DELOITTE & TOUCHE LLP11+ years Service code 10 · EIN 13-3891517 Accounting | $116,373 |
ROPES & GRAY LLP8 years Service code 29 · EIN 04-2233412 Legal | $73,565 |
STATE STREET GLOBAL ADVISORS8 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 Directed Trustee | $59,224 |
CALLAN LLC11+ years Filed as: CALLAN ASSOCIATES Service code 34 · EIN 94-2192581 Direct payment from the plan; Valuati... | $23,465 |
PKF O'CONNOR DAVIES, LLP6 years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 Accounting | $12,972 |
CHIPTON-ROSS6 years Filed as: CHIPTON-ROSS INC. Service code 13 · EIN 39-1341435 Contract Administrator | $12,661 |
STEPSTONE GROUP LP4 years Service code 16 · EIN 33-1156466 Consulting | $12,205 |
BLOOMBERG FINANCE LP11+ years Filed as: BLOOMBERG Service code 49 731 LEXINGTON AVENUE · NEW YORK, NY 10022 Other Services | $9,364 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
4 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Alexander Landsman Willis Towers Watson US LLC 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.
9 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025