Filings through .
1 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$1.6M in admin expenses, $587 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
3 funds hold $19.4M of the plan's $207M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fort Washington High Yield Inv II Manager not matched · Mutual fund | $10.1M | 52.2% |
| Ullico Separate Account J Ullico · Separate account | $5.1M | 26.5% |
| First Amer Gov't Obl Fund, CL Z Manager not matched · Mutual fund | $4.1M | 21.3% |
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 7 by compensation.
| Provider | Compensation |
|---|---|
SIERRA INVESTMENT PARTNERS, INC.10+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 Investment Management | $884,147 |
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLAN ADMINISTRATORS, INC. Service code 10 · EIN 88-0277518 Accounting | $213,218 |
RAEL & LETSON2 years Service code 11 · EIN 94-1701048 Actuarial | $115,756 |
MARINER WEALTH ADVISORS, LLC2 years Filed as: MARINER INSTITUTIONAL, LLC Service code 17 · EIN 59-3676225 Pension Consulting | $46,750 |
BERRY & CO., CPA'S LTD1 year Filed as: BERRY & CO. CPA'S LTD Service code 10 · EIN 88-0400174 Accounting | $31,000 |
US BANK1 year Filed as: US BANK, N.A. Service code 19 · EIN 31-0841368 Securities Custodian | $19,449 |
Filed as: NEYHART ANDERSON FLYNN & GROSBOLL Service code 29 · EIN 94-2576729 Legal | $16,757 |
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 |
|---|---|---|
Joshua Allmen Rael & Letson 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.
10 filings · 2016 to 2025