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 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.
$12.8M in admin expenses, $102 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
24 funds of $250K or more, counting each target-date vintage; shown as 19 lines, holding $12.0B of the plan's $14.2B. Recordkeeper: Voya.
Target-date series: SSgA Target Retirement, collective trust, 24% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock Equity Index Fund F BlackRock · Collective trust Index | $3.87B | 32.2% |
| SSgA Target Retirement State Street (SSgA) · Collective trust Target-date, 11 vintages | $2.84B | 23.6% |
| BlackRock Extended Equity Index Fund BlackRock · Collective trust Index | $1.55B | 12.9% |
| BlackRock US Debt Index Fund BlackRock · Collective trust Index | $1.12B | 9.3% |
| BlackRock MSCI World Equity ex-US Fund F BlackRock · Collective trust | $932M | 7.8% |
| Investments in self-managed accounts Manager not matched · Other | $855M | 7.1% |
| BlackRock Government Short Term Investment Fund BlackRock · Collective trust | $337M | 2.8% |
| BlackRock Emerging Markets Index Fund F BlackRock · Collective trust Index | $278M | 2.3% |
| Blackrock Strategic Completion Non-Lendable Fund F BlackRock · Collective trust | $73.1M | 0.6% |
| BlackRock Intermediate Term Bond Index Fund BlackRock · Collective trust Index | $46.0M | 0.4% |
| 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 |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
9 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 |
|---|---|
VOYA FINANCIAL ADVISORS INC11+ years Filed as: VOYA Service code 15 · EIN 02-0488491 Recordkeeping | $11,223,234 |
BNY MELLON5 years Filed as: THE BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 Bank Trustee | $3,514,343 |
BLACKROCK11+ years Service code 28 · EIN 04-0025081 Investment Management | $1,259,599 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 98-0352587 Consulting | $194,998 |
Filed as: QDRO BENEFITS FIRM Service code 29 · EIN 84-2015520 Legal | $84,842 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
10 feature codes on the 2025 filing.
Filed December 16, 2016 (most recent of 4 filings on file).
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
10 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025