Filings through .
1 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.
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.
$429K in admin expenses, $399 per participant (all participants, line 6f).
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 7 by compensation.
| Provider | Compensation |
|---|---|
BENESYS, INC.10+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 Contract Administrator | $70,895 |
WITHUMSMITH+BROWN, PC4 years Filed as: WITHUM SMITH + BROWN Service code 10 · EIN 22-2027092 Accounting | $70,767 |
VERUS10+ years Filed as: VERUS INVESTMENTS Service code 17 · EIN 91-1320111 Pension Consulting | $65,000 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 Actuarial | $64,410 |
KENNEDY LAW FIRM3 years Filed as: KENNEDY LAW Service code 29 · EIN 82-4975249 Legal | $36,428 |
US BANK10+ years Service code 19 · EIN 31-0841368 Securities Custodian | $32,988 |
MILLER KAPLAN ARASE LLP5 years Service code 10 · EIN 95-2036255 Accounting | $16,200 |
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 |
|---|---|---|
John R. Botsford, F.S.A. Milliman, Inc. 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