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 9 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
8 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$247K in admin expenses, $220 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
20 funds of $250K or more, counting each target-date vintage; shown as 14 lines, holding $113M of the plan's $116M. Recordkeeper: Transamerica (Aegon).
Target-date series: T. Rowe Price Retirement Blend, collective trust, 89% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Collective trust Target-date, 11 vintages | $101M | 89.2% |
| Bnym AFL-CIO SL Stosk Index Instl BNY · Collective trust Index | $2.9M | 2.6% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $2.8M | 2.5% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $2.6M | 2.3% |
| Growth Fund R6 Class American Century · Mutual fund | $915K | 0.8% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $823K | 0.7% |
| PIMCO Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $572K | 0.5% |
| American Beacon Large Cap Value Fund R6 Class American Beacon (Resolute) · Mutual fund | $410K | 0.4% |
| Hartford Small Cap Growth HLA IA Hartford Funds · Mutual fund | $406K | 0.4% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $288K | 0.3% |
| 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 |
4 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
4 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 5 by compensation.
| Provider | Compensation |
|---|---|
PLUMBERS & STEAMFITTERS LOCAL 16610+ years Filed as: PLUMBERS AND STEAMFITTERS LOCAL 7 A Service code 49 · EIN 90-0127434 18 AVIS DRIVE · LATHAM, NY 12110 Other Services | $263,506 |
Service code 12 · EIN 13-3689044 4333 EDGEWOOD ROAD NE · CEDAR RAPIDS, IA 52499 Recordkeeping and information managem... | $73,633 |
MPC CAPITAL ADVISORS LLC10+ years Service code 27 · EIN 27-2136582 622 THIRD AVENUE 38TH FLOOR · NEW YORK, NY 10017 Advisory (Plan) | $25,645 |
BLITMAN & KING6 years Service code 29 · EIN 16-1047304 800 TROY SCHENECTADY RD, 2ND FLOOR · LATHAM, NY 12110-2424 Legal | $17,138 |
Filed as: MENGEL, METZGER, BARR & CO., LLP Service code 10 · EIN 16-1092347 100 CHESTNUT STREET, SUITE 1200 · ROCHESTER, NY 14604 Accounting | $14,350 |
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.
2 contacts
9 filings · 2016 to 2025