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 |
|---|---|---|
BENESYS, INC.11+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $212,145 |
EVART, YOUNG & HOBBS INV. MGMT11+ years Service code 28 · EIN 94-2683346 | Investment Management | $61,533 |
ALAN BILLER & ASSOCIATES11+ years Filed as: ALAN BILLER & ASSOCIATES, INC. Service code 27 · EIN 94-2854953 | Advisory (Plan) | $59,603 |
WITHUMSMITH+BROWN, PC4 years Service code 10 · EIN 22-2027092 | Accounting | $26,784 |
SMART SOURCE LLC4 years Service code 36 · EIN 30-0830429 | Direct payment from the plan; Copying... | $17,354 |
WILLIAM BLAIR5 years Filed as: WILLIAM BLAIR & COMPANY Service code 28 · EIN 47-2614791 | Investment Management | $16,632 |
Service code 28 · EIN 52-2037618 | Investment Management | $15,102 |
NEYHART, ANDERSON, FLYNN & GROSBOLL11+ years Service code 29 · EIN 94-2576729 | Legal | $10,695 |
20 funds hold $42.4M of the plan's $40.8M. From the 2025 filing. Recordkeeper: Benesys.
| Fund | Dollars | % of funds% |
|---|---|---|
| Ibew-Neca Equity Index Fund Manager not matched · Collective trust Index | $6.1M | 14.4% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $3.9M | 9.3% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $3.5M | 8.3% |
| Vanguard Value Index Fund Vanguard · Mutual fund Index | $3.5M | 8.2% |
| Jpmcb Core Bond Fund - Ivmt JPMorgan · Collective trust | $3.4M | 8.0% |
| Vanguard Index Fund Vanguard · Mutual fund Index | $2.5M | 6.0% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $2.2M | 5.2% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $2.1M | 5.0% |
| Vanguard Total Bonf Market ETF Vanguard · ETF Index | $2.0M | 4.8% |
| Baird Aggregate Bond Fund Baird · Mutual fund | $2.0M | 4.8% |
Added 2 funds, dropped 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedVanguard Vangaurd Intermediate-Term Bond Index Fund | $2.1M |
| AddedVanguard Total Bonf Market ETF | $2.0M |
| AddedNeuberger Strategic M-S Fixed CL Vii | $1.7M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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.
The auditor signed off without reservation. This is the cleanest opinion.