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| Provider | Service type | Compensation |
|---|---|---|
REID & RIEGE, P.C.3 years Filed as: REID & REIGE P.C. Service code 29 · EIN 06-0867204 | Legal | $40,000 |
EMPLOYEE A3 years Filed as: EMPLOYEE X Service code 30 · EIN 06-1074625 | Direct payment from the plan; Employe... | $39,905 |
EMPLOYEE A1 year Filed as: EMPLOYEE Z Service code 30 · EIN 06-1074625 | Direct payment from the plan; Employe... | $36,062 |
NOVAK FRANCELLA LLC8 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $27,527 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS. INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $23,103 |
CHEVERIE & ASSOCS8 years Filed as: R.M. CHEVERIE & ASSOCIATES Service code 29 · EIN 06-1335139 | Legal | $9,331 |
Service code 16 · EIN 52-1796473 | Consulting | $7,667 |
17 funds of $250K or more; 23 lines in all, holding $74.6M of the plan's $79.6M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Sagic Diversified Bond Manager not matched · Insurance contract | $23.9M | 32.0% |
| Pro-Blend(R) Moderate Term Series Manager not matched · Mutual fund | $13.4M | 18.0% |
| Pro-Blend(R) Conservative Term Series Manager not matched · Mutual fund | $11.2M | 15.0% |
| M&M S&P 500 Index (Northern Trust) Northern Trust · Collective trust Index | $6.0M | 8.1% |
| Janus Henderson Forty Fund Janus Henderson · Mutual fund | $4.4M | 5.9% |
| T. Rowe Price New Horizons Fund, Inc. T. Rowe Price · Mutual fund | $2.5M | 3.4% |
| Pgim Jennsn Mid Cap Prudential (PGIM) · Mutual fund | $2.3M | 3.1% |
| Eaton Vance Large-Cap Value Fund Morgan Stanley · Mutual fund | $1.9M | 2.5% |
| MN & NAP Pro Blend Maximum Term Fund Manager not matched · Mutual fund | $1.7M | 2.3% |
| Invesco Small Cap Value Fund Invesco · Mutual fund | $1.7M | 2.3% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.