Filings through .
2 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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 5 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
4 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$304K in admin expenses, $653 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
9 funds of $250K or more; 10 lines in all, holding $106M of the plan's $112M. Recordkeeper: Prudential (PGIM).
| Fund | Dollars | % of funds% |
|---|---|---|
| Legal & General Collective Legal & General (LGIMA) · Collective trust | $57.4M | 54.2% |
| Collective Marketable Bond Fund Legal & General (LGIMA) · Collective trust | $14.4M | 13.6% |
| Collective Marketable Bond Fund Manager not matched · Collective trust | $8.5M | 8.0% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $8.1M | 7.7% |
| CF Prudential Emerging Market Debt Blend Fund Prudential (PGIM) · Collective trust Recordkeeper's own fund | $5.9M | 5.6% |
| Collective Marketable Bond Fund Morgan Stanley · Collective trust | $5.0M | 4.7% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $3.5M | 3.3% |
| Collective Short-Term Investments Fund Manager not matched · Collective trust | $1.8M | 1.7% |
| Vanguard International Equity Index Fund Vanguard · Mutual fund Index | $1.1M | 1.0% |
| Common Stock Manager not matched · Insurance contract | $193K | 0.2% |
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 2 by compensation.
| Provider | Compensation |
|---|---|
Filed as: LEGAL & GENERAL INVESTMENT Service code 28 · EIN 20-8058531 Investment Management | $271,164 |
Filed as: PRUDENTIAL BANK & TRUST COMPANY Service code 21 · EIN 58-0513395 Bank Trustee | $30,195 |
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 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Andrew E. Dunn 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.
3 contacts
Phone and email for the actuary are on Pro.
5 filings · 2021 to 2025