Filings through .
1 of 17 flags tripped on the 2025 filing.
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.
$420K in admin expenses, $910 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 $47.4M of the plan's $48.0M. Recordkeeper: Benefit Administration.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $13.2M | 27.9% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $7.6M | 15.9% |
| TCW - MetWest Total Return Bond Fund - Class X TCW · Collective trust | $7.5M | 15.7% |
| Acadian Global Equity Fund BrightSphere (Acadian) · Collective trust | $4.9M | 10.3% |
| Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund | $3.7M | 7.8% |
| American Funds Euro Pacific Growth R6 Capital Group · Mutual fund | $3.7M | 7.8% |
| Asb Allegiance Real Estate Fund ASB Capital Management · Collective trust | $2.6M | 5.6% |
| Aristotle Commingled Strategy Aristotle · Collective trust | $2.3M | 4.9% |
| Cohen & Steers Institutional Realty Shares Cohen & Steers · Mutual fund | $1.9M | 4.1% |
| Money Market Fund 704 BlackRock · Money market | $704 | <0.1% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedCohen & Steers Institutional Realty Shares | $1.9M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
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 8 by compensation.
| Provider | Compensation |
|---|---|
VERUS11+ years Service code 27 · EIN 91-1320111 999 THIRD AVE. SUITE 4200 · SEATTLE, WA 98104 Advisory (Plan) | $120,531 |
BENEFIT ADMINISTRATION, INC.11+ years Filed as: BENEFIT ADMINISTRATION CORP Service code 13 · EIN 94-1646941 955 N STREET · FRESNO, CA 93721 Contract Administrator | $73,677 |
THE SEGAL COMPANY11+ years Service code 11 · EIN 94-1503999 100 MONTGOMERY STREET, SUITE 500 · SAN FRANCISCO, CA 94104 Actuarial | $66,800 |
MCCONNELL & JONES LLP2 years Filed as: MCCONELL & JONES, LLP Service code 10 · EIN 76-0488832 4828 LOOP CENTRAL DR, SUITE 1000 · HOUSTON, TX 77081 Accounting | $27,130 |
ASB ALLEGIANCE REAL ESTATE FUND10+ years Service code 28 · EIN 52-6257033 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 Investment Management | $26,557 |
US BANK11+ years Service code 21 · EIN 31-0841368 211 S. FIGUEROA STREET · LOS ANGELES, CA 90012 Bank Trustee | $21,109 |
ACADIAN1 year Service code 28 · EIN 20-5736845 Investment Management | $17,746 |
JACKSON LEWIS P.C.2 years Filed as: JACKSON LEWIS P.C Service code 29 · EIN 46-3862389 717 TEXAS AVE, SUIT 1700 · HOUSTON, TX 77022 Legal | $9,725 |
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 |
|---|---|---|
V. Joseph Fiorica Segal 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.
11 filings · 2015 to 2025