Filings through .
2 of 17 flags tripped on the 2025 filing.
Low employer contribution
Employer 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.
$860K in admin expenses, $556 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
21 funds of $250K or more; 35 lines in all, holding $13.0M of the plan's $131M. Recordkeeper: Southwest Service Administrators.
| Fund | Dollars | % of funds% |
|---|---|---|
| Morgan Stanely Fin LLC Manager not matched · Other | $926K | 7.1% |
| US Bancorp nts B/E Manager not matched · Other | $801K | 6.2% |
| Morgan Stanley B/E Morgan Stanley · Other | $794K | 6.1% |
| Goldman Sachs Group Inc Goldman Sachs · Mutual fund | $767K | 5.9% |
| PNC Financial Services Manager not matched · Other | $751K | 5.8% |
| Citigroup Global/Kraft Manager not matched · Other | $606K | 4.7% |
| New York NY City Transi Manager not matched · Other | $595K | 4.6% |
| LCI Industries Manager not matched · Other | $591K | 4.5% |
| Royal Bank of Canada Manager not matched · Other | $536K | 4.1% |
| BofA Fin LLC Conv Zero Cpn Manager not matched · Other | $531K | 4.1% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
25 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedSPDR Gold Shares ETF | $1.2M |
| AddedGoldman Sachs Group Inc | $767K |
| AddedCharles Schwab Corp Nts B/E | $259K |
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.
25 more lines in this lineup are 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 of 11 by compensation.
| Provider | Compensation |
|---|---|
UBS FINANCIAL SERVICES INC11+ years Filed as: UBS FINANCIAL SERVICES Service code 19 · EIN 01-6215776 Securities Custodian | $331,958 |
WELLESLEY ASSET MANAGEMENT7 years Service code 51 20 WILLIAMS ST #310 · WELLESLEY, MA 02481 Investment Mgmt Fees | $106,330 |
WCM INVESTMENT MANAGEMENT7 years Service code 51 281 BROOKS STREET · LAGUNA BEACH, CA 92651 Investment Mgmt Fees | $85,679 |
Service code 13 2550 W UNION HILLS DR 250 · PHOENIX, AZ 85027 Contract Administrator | $80,796 |
THE SEGAL COMPANY11+ years Service code 11 · EIN 13-1835864 Actuarial | $74,797 |
BALDWIN MOFFITT BEHM LLP4 years Service code 10 · EIN 46-4370753 Accounting | $25,087 |
THE SEGAL COMPANY7 years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 Insurance Commissions | $24,886 |
KELLY LAW GROUP3 years Service code 29 3800 N CENTRAL AVE #530 · PHOENIX, AZ 85012 Legal | $15,308 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO CONSULTING Service code 72 333 W 34TH STREET 5TH FLOOR · NEW YORK, NY 10001 Other investment fees and expenses | $9,750 |
WELLS FARGO BANK, N.A.11+ years Filed as: WELLS FARGO BANK Service code 99 PO BOX 63020 · SAN FRANCISCO, CA 94104 Other Fees | $6,440 |
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 |
|---|---|---|
Laura L. Mitchell 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