Filings through .
2 of 17 flags tripped on the 2025 filing.
Low participant contribution
Participant 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.
$775K in admin expenses, $278 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 7 by compensation.
| Provider | Compensation |
|---|---|
Service code 15 · EIN 04-2647786 Recordkeeping | $144,062 |
Filed as: WILLIS TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 Actuarial | $126,488 |
DELOITTE & TOUCHE LLP11+ years Service code 10 · EIN 13-3891517 Accounting | $92,335 |
ROPES & GRAY LLP8 years Service code 29 · EIN 04-2233412 Legal | $22,637 |
STATE STREET GLOBAL ADVISORS8 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 Directed Trustee | $18,106 |
CALLAN LLC11+ years Filed as: CALLAN ASSOCIATES Service code 34 · EIN 94-2192581 Valuation (appraisals, etc.); Direct ... | $7,200 |
Filed as: HARTER SECREST AND EMERY LLP Service code 29 · EIN 16-0766172 Legal | $5,545 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
3 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Thomas R Supple 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