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| Provider | Service type | Compensation |
|---|---|---|
BANK OF AMERICA11+ years Service code 21 · EIN 94-1687665 | Bank Trustee | $19,410 |
2 funds of $250K or more; 3 lines in all, holding $7.7M of the plan's $7.7M. From the 2025 filing. Recordkeeper: Bank of America (Merrill).
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares Core U.S. Aggregate Bond ETF BlackRock · ETF | $6.2M | 79.6% |
| PIMCO Long-Term U.S. Government Fund Institutional PIMCO (Allianz) · Mutual fund | $1.4M | 17.6% |
| Federated Hermes U.S. Treasury Cash Reserves Premier Shares Federated Hermes · Money market | $213K | 2.8% |
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 |
|---|---|---|
Christopher D. Kludy 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.
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.
The auditor signed off without reservation. This is the cleanest opinion.