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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC7 years Service code 11 · EIN 53-0181291 | Actuarial | $62,700 |
SEI INVESTMENTS6 years Filed as: SEI INVESTMENT COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $42,821 |
ADP BROKER-DEALER11+ years Filed as: ADP, INC. Service code 15 · EIN 22-3006057 | Recordkeeping | $16,525 |
GALLAGHER FIDUCIARY ADVISORS, LLC11+ years Filed as: GALLAGHER, FLYNN & COMPANY, LLP Service code 10 · EIN 03-0225774 | Accounting | $8,400 |
11 funds hold $12.6M of the plan's $13.0M. From the 2024 filing. Recordkeeper: ADP.
| Fund | Dollars | % of funds% |
|---|---|---|
| World Equity Ex-Us Fund Manager not matched · Mutual fund | $2.7M | 21.1% |
| SEI Core Fixed Income Fund SEI · Mutual fund | $1.9M | 15.2% |
| Long Duration Fund LLC Manager not matched · Mutual fund | $1.9M | 14.9% |
| S&P 500 Index Fund Manager not matched · Mutual fund Index | $1.7M | 13.9% |
| Large Cap Discpl Equity Fund Manager not matched · Mutual fund | $1.6M | 13.0% |
| U.S. Managed Vol Fund Manager not matched · Mutual fund | $631K | 5.0% |
| High Yield Bond Fund Manager not matched · Mutual fund | $512K | 4.1% |
| Emerging Markets Debt Fund Manager not matched · Mutual fund | $508K | 4.0% |
| Emerging Mkts FD Manager not matched · Mutual fund | $380K | 3.0% |
| Small/Mid Cap Equity Fund Manager not matched · Mutual fund | $370K | 2.9% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Lee Nizan Willis Towers Watson US LLC Schedule SB | Schedule SB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.