Filings through .
3 of 18 flags tripped on the 2025 filing.
Possible retail share class: $21.3M
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.
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.
$700K in admin expenses, $343 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 of $250K or more; 11 lines in all, holding $44.8M of the plan's $45.4M. Recordkeeper: Southwest Service Administrators.
| Fund | Dollars | % of funds% |
|---|---|---|
| Metropolitan West Total Return Bond P Fund TCW · Mutual fund Possible retail class A | $9.2M | 20.6% |
| Jpmcb Core Bond Fund JPMorgan · Collective trust | $9.2M | 20.6% |
| Bnym Mellon AFL-CIO SL SIF AFL-CIO Investment Trust · Other | $6.7M | 15.0% |
| AFL-CIO Housing Investment Trust AFL-CIO Investment Trust · Other | $4.7M | 10.5% |
| Jpmcb Strategic Property Fund JPMorgan · Mutual fund Possible retail class A | $4.3M | 9.7% |
| Vanguard Short-Term Bond Vanguard · Mutual fund Possible retail class A | $3.2M | 7.0% |
| Harbor Diversified International All Cap Harbor Capital · Other | $2.8M | 6.2% |
| Artisan International Fund Artisan Partners · Mutual fund Possible retail class A | $2.8M | 6.2% |
| Vanguard Extended Market Index Fund Signal Vanguard · Mutual fund IndexPossible retail class A | $1.3M | 3.0% |
| Cash AND Equivalents: First Am US Treas Mm Cl Z Manager not matched · Money market | $502K | 1.1% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
1 more fund in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedPanAgora Risk Parity Multi-Asset Fund | $4.8M |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
1 more line in this lineup is on Pro. Pro is free for 7 days and then costs $49 a month.
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 10 by compensation.
| Provider | Compensation |
|---|---|
SOUTHWEST SERVICE ADMINISTRATORS11+ years Service code 13 · EIN 86-6084210 Contract Administrator | $234,618 |
VERUS11+ years Filed as: VERUS ADVISORS, INC Service code 17 · EIN 91-1320111 Pension Consulting | $75,000 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPMORGAN ASSET MGT Service code 28 · EIN 13-6038770 Investment Management | $73,918 |
THE SEGAL COMPANY11+ years Service code 11 · EIN 94-0503999 Actuarial | $55,343 |
SPENCER FANE LLP3 years Service code 29 2415 E CAMELBACK RD #600 · PHOENIX, AZ 85016 Legal | $30,350 |
WEINBERG, ROGER & ROSENFELD8 years Filed as: WEINBERG, ROGER AND ROSENFELD Service code 29 · EIN 94-2458080 Legal | $30,000 |
US BANK5 years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 Securities Custodian | $29,772 |
LETTERSTREAM11+ years Service code 36 8551 E ANDERSON DR · SCOTTSDALE, AZ 85255 Copying and duplicating | $27,183 |
BALDWIN MOFFITT BEHM LLP4 years Service code 10 · EIN 46-4370753 Accounting | $24,587 |
THE SEGAL COMPANY6 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 Insurance Commissions | $23,896 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Laura L. Mitchell, Fca, Maaa Segal Schedule MB | Schedule MB |
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.
11 filings · 2015 to 2025