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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 51 · EIN 59-1237041 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Investment Mgmt Fees | $25,621 |
3 funds of $250K or more; 8 lines in all, holding $3.6M of the plan's $4.0M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Ishares TR Core US Aggbd ET BlackRock · ETF | $2.1M | 58.2% |
| Vanguard Index Funds S&P 500 ETF SHS NEW Exchange Traded Product Vanguard · ETF Index | $499K | 13.7% |
| Ishares TR Broad USD High BlackRock · ETF | $300K | 8.3% |
| iShares Core MSCI EAFE ETF BlackRock · ETF | $182K | 5.0% |
| Ishares TR Core S&P Mcp ETF BlackRock · ETF | $174K | 4.8% |
| iShares MSCI USA Min Vol Factor ETF BlackRock · ETF | $128K | 3.5% |
| SPDR S&P Dividend ETF State Street (SSgA) · ETF | $127K | 3.5% |
| iShares J.P. Morgan USD Emerging BlackRock · ETF | $110K | 3.0% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Dan Shweiger, Ea, Maaa Definiti Schedule SB | Schedule SB | Pro |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.