Filings through .
1 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
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 8 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
7 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$982K in admin expenses, $58 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 6 by compensation.
| Provider | Compensation |
|---|---|
Service code 37 · EIN 04-2647786 Loan Processing | $608,456 |
MERCER8+ years Service code 16 · EIN 13-2834414 Consulting | $166,754 |
BNY MELLON1 year Filed as: BNY ASSET SERVICING Service code 21 · EIN 13-5160382 Bank Trustee | $139,693 |
Filed as: USI INSURANCE SERVICES, LLC Service code 49 · EIN 13-3771734 Other Services | $71,323 |
ALSTON & BIRD LLP5 years Filed as: ALSTON & BIRD Service code 29 · EIN 58-0137615 Legal | $53,556 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 Accounting | $34,155 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
Filed April 25, 2019.
Total covered: 27 employees
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
7 contacts
Phone and email for the actuary and top hat administrator are on Pro.
8 filings · 2018 to 2025