Filings through .
4 of 18 flags tripped on the 2024 filing.
Possible retail share class: $13.8M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
Recently cancelled plan
Plan reported a final filing / termination within the last year.
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 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.
$392K in admin expenses, $159 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 $34.8M of the plan's $34.8M. Recordkeeper: Pierce Atwood.
| Fund | Dollars | % of funds% |
|---|---|---|
| Mercer Core Fixed Income Marsh McLennan (Mercer) · Mutual fund Possible retail class A | $10.2M | 29.4% |
| Ssga S&P 500 Index Fund State Street (SSgA) · Collective trust Index | $7.8M | 22.5% |
| Commingled Trust Fund State Street (SSgA) · Collective trust Index | $4.0M | 11.4% |
| Ssga US Short Term GC Bond Index State Street (SSgA) · Collective trust Index | $3.3M | 9.4% |
| State Street MSCI EAFE Index CTF State Street (SSgA) · Collective trust Index | $3.2M | 9.3% |
| Bank OF America Money Market Savings Account Manager not matched · Money market | $1.9M | 5.4% |
| Commingled Pension Trust Funds Mercer Emerging Markets Equity Marsh McLennan (Mercer) · Collective trust | $1.5M | 4.2% |
| State Street US Extended Market Index State Street (SSgA) · Collective trust Index | $1.2M | 3.5% |
| Mercer Opportunistic Fixed Income Marsh McLennan (Mercer) · Mutual fund Possible retail class A | $991K | 2.8% |
| Mercer Non-US Core Equity Marsh McLennan (Mercer) · Mutual fund Possible retail class A | $655K | 1.9% |
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 5 by compensation.
| Provider | Compensation |
|---|---|
PIERCE ATWOOD LLP6 years Service code 14 · EIN 01-0190452 Plan Administrator | $259,902 |
Service code 11 · EIN 38-1691268 Actuarial | $68,020 |
BANK OF AMERICA7+ years Filed as: BANK OF AMERICA, N.A. Service code 21 · EIN 94-1687665 Bank Trustee | $26,701 |
CALIBRE CPA GROUP PLLC6 years Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 Accounting | $25,750 |
TAWSHUNSKY LAW FIRM PLLC5 years Service code 29 1455 PENNSYLVANIA AVENUE NW · WASHINGTON, DC 20004 Legal | $11,400 |
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 2024 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Peter N. Strong, FSA, Ea, Fca, Maaa Gabriel, Roeder, Smith & Company 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.
3 contacts
Phone and email for the actuary are on Pro.
7 filings · 2018 to 2024