Filings through .
2 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
Wind-down / frozen
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.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
9 more years of history are on Pro. Pro shows up to ten years of filings for this plan, year over year. Free for 7 days, then $49 a month.
$155K in admin expenses, $262 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
17 funds of $250K or more; 20 lines in all, holding $54.3M of the plan's $59.4M. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| Forwarded Manager not matched · Other | $9.6M | 17.6% |
| Forward Manager not matched · Other | $6.9M | 12.7% |
| ICG Credit Opportunities Fund II LP Manager not matched · Mutual fund | $6.2M | 11.5% |
| Short-Term Investment Funds Manager not matched · Mutual fund | $4.2M | 7.8% |
| BLS Global Equities LLC Manager not matched · Other | $3.6M | 6.7% |
| Lazard Coherence Long/Short Credit Fund Lazard · Mutual fund | $3.6M | 6.5% |
| ICG Credit Opportunities Fund III LP Manager not matched · Mutual fund | $3.3M | 6.1% |
| Mutual Manager not matched · Mutual fund | $3.1M | 5.7% |
| Beach Point Strategic Offshore Fund Ltd Beach Point Capital · Mutual fund | $2.6M | 4.7% |
| Ironshield Special Situations Fund LP Manager not matched · Mutual fund | $2.5M | 4.6% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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.
10 more lines in this lineup are on Pro. Pro shows every fund in this plan's lineup and every change since the prior filing. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 6 by compensation.
| Provider | Compensation |
|---|---|
Filed as: TRANSAMERICA Service code 21 · EIN 42-1484983 Bank Trustee | $54,823 |
WCM INVESTMENT MANAGEMENT9 years Service code 28 · EIN 95-3046237 Investment Management | $29,651 |
US BANK3 years Service code 21 · EIN 31-0841368 Bank Trustee | $21,261 |
Filed as: ALPINE INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 81-4872049 Investment Management | $19,967 |
AMI ASSET MANAGEMENT9 years Service code 28 · EIN 95-4446454 Investment Management | $17,584 |
SEGALL BRYANT & HAMILL6 years Filed as: SEGALL BRYANT & HAMILL LLC Service code 28 · EIN 41-1788385 Investment Management | $8,993 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
3 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Address, phone |
|---|---|---|
Derek Schmitt, FSA, Ea, Maaa Nyhart Schedule SB | Schedule SB | Available on Pro |
Addresses, phones and enrollment numbers are on Pro. Pro shows the actuary's enrollment number, address and phone from the filing. Free for 7 days, then $49 a month.
Filed April 6, 2006.
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.
4 contacts
11 filings · 2015 to 2025