Filings through .
3 of 17 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
$633K in admin expenses, $763 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
12 funds of $250K or more; 13 lines in all, holding $39.5M of the plan's $41.7M. Recordkeeper: Zenith American Solutions.
| Fund | Dollars | % of funds% |
|---|---|---|
| TCW Metwest Total Return Bond Fund TCW · Mutual fund | $6.8M | 17.2% |
| Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund | $5.5M | 14.1% |
| Eupac Fund Capital Group · Mutual fund | $5.2M | 13.2% |
| Washington Capital Mortgage Income Fund Washington Capital Management · Other | $4.8M | 12.1% |
| BNY Mellon AFL-CIO Stock Index Fund BNY · Collective trust Index | $4.5M | 11.4% |
| Loomis Sayles Growth Fund Natixis IM · Mutual fund | $2.2M | 5.7% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $2.2M | 5.6% |
| Washington Capital Real Estate Equity Fund Washington Capital Management · Other | $2.1M | 5.4% |
| Aristotle Floating Rate Income Fund Aristotle · Mutual fund | $1.9M | 4.9% |
| American Core Realty Fund LLC American Realty Advisors · Other | $1.9M | 4.8% |
| 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 |
3 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
3 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 9 by compensation.
| Provider | Compensation |
|---|---|
ZENITH AMERICAN SOLUTIONS6 years Service code 13 · EIN 52-1590516 Contract Administrator | $174,372 |
RAEL & LETSON6 years Service code 11 · EIN 94-1701048 Actuarial | $127,039 |
VERUS10+ years Service code 17 · EIN 91-1320111 Pension Consulting | $83,000 |
KENNEDY LAW FIRM7 years Service code 29 · EIN 82-4975249 Legal | $57,164 |
WASHINGTON CAPITAL MANAGEMENT, INC.10+ years Filed as: WASHINGTON CAPITAL Service code 28 · EIN 91-1042342 Investment Management | $44,477 |
MILLER KAPLAN ARASE LLP5 years Service code 10 · EIN 95-2036255 Accounting | $18,900 |
CEMENT MASONS LOCAL 5276 years Filed as: CEMENT MASONS SO CAL TRUST Service code 99 · EIN 95-3379185 Other Fees | $12,300 |
COMERICA BANK8 years Filed as: COMERICA Service code 21 · EIN 42-1741646 Bank Trustee | $11,998 |
US BANK1 year Filed as: U.S. BANK Service code 21 · EIN 31-0841368 Bank Trustee | $5,432 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Jonathan Hassen Rael & Letson Schedule MB | Schedule MB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025