Filings through .
Filed August 15, 2006 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
SEI INVESTMENTS10+ years Filed as: SEI INVESTMENTS COMPANY Service code 27 · EIN 23-1707341 | Advisory (Plan) | $50,230 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $49,737 |
PRINCIPAL FINANCIAL GROUP3 years Filed as: PRINCIPAL Service code 21 · EIN 42-1466678 | Bank Trustee | $6,512 |
9 funds hold $15.3M of the plan's $15.6M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| SEI Institutional Investments Long Duration Class A 299 SEI · Other | $7.7M | 49.9% |
| Stit U.S. Equity Factor Allocation-A 325 Manager not matched · Other | $1.5M | 10.1% |
| SEI Institutional Investments S&P 500 Index-A 322 SEI · Mutual fund Index | $1.2M | 8.1% |
| SEI Institutional Investments High Yield Bond Fund-A 284 SEI · Mutual fund | $1.2M | 8.0% |
| State Street Global EQ EX-US Index K State Street (SSgA) · Mutual fund Index | $932K | 6.1% |
| SEI Institutional Investments Worl Equity Ex-US-A 280 SEI · Other | $930K | 6.1% |
| SEI Global Managed Volume-A SEI · Other | $615K | 4.0% |
| Fixed Income SEI Institutional Investments Emerging Market Debt-A 270 SEI · Mutual fund | $614K | 4.0% |
| Equities SEI Extended Market Index-A SEI · Mutual fund IndexPossible retail class A | $596K | 3.9% |
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
Ryan Rowland Milliman, Inc. Schedule SB | Schedule SB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.