Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 19 1585 BROADWAY · NEW YORK, NY 10036 | Securities Custodian | $381,872 |
MILLIMAN, INC.4+ years Service code 11 · EIN 91-0675641 | Actuarial | $243,602 |
EQUITABLE ADVISORS LLC4+ years Filed as: EQUITABLE Service code 49 · EIN 13-5570651 | Other Services | $88,341 |
PWC4+ years Filed as: PRICEWATERHOUSECOOPERS LLP Service code 10 · EIN 13-4008324 | Accounting | $50,630 |
NORTHERN TRUST COMPANY4+ years Filed as: NORTHERN TRUST Service code 13 · EIN 36-1561860 | Contract Administrator | $21,666 |
ALIGHT SOLUTIONS LLC4+ years Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $14,385 |
9 funds of $250K or more; 11 lines in all, holding $112M of the plan's $201M. From the 2024 filing. Recordkeeper: Alight.
| Fund | Dollars | % of funds% |
|---|---|---|
| Prime Property Fund LLC Morgan Stanley Morgan Stanley · Other | $38.9M | 34.9% |
| Blk MSCI Us Min Vol Index Mutual Fund BlackRock · Collective trust Index | $20.7M | 18.5% |
| Blackrock Equity Index Fund A BlackRock · Collective trust Index | $11.0M | 9.8% |
| Ntrs Short Term Investments Fund Northern Trust · Collective trust | $9.5M | 8.5% |
| MSCI ACWI Minimum Volatility Index Fund BlackRock · Collective trust Index | $8.6M | 7.7% |
| CF Blk MSCI EAFE IMI Index Fund BlackRock · Collective trust Index | $8.3M | 7.4% |
| BlackRock Mid Cap Equity Index Fund BlackRock · Collective trust Index | $5.2M | 4.6% |
| CF Blackrock Russell 2000 Index Fund A FD BlackRock · Collective trust Index | $5.2M | 4.6% |
| Private Equity Fund Manager not matched · Other | $4.0M | 3.6% |
| Bluemountain Montenvers Fund S USD Class Restricted Serie Manager not matched · Other | $174K | 0.2% |
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
Zorast Wadia, Cfa, FSA, Ea, Maaa Milliman Schedule SB | Schedule SB | Pro |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.