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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 25 BRAINTREE HILL OFFICE PARK, SUIT · BRAINTREE, MA 02184 | Advisory (Plan) | $225,000 |
ZENITH AMERICAN SOLUTIONS8 years Filed as: ZENITH AMERICAN SOLUTIONS INC Service code 13 · EIN 06-0811449 10 TECHNOLOGY DRIVE · WALLINGFORD, CT 06492 | Contract Administrator | $63,900 |
Filed as: CBIZ Service code 11 · EIN 26-1371674 500 BOYLSTON STREET, 4TH FLOOR · BOSTON, MA 02116 | Actuarial | $37,250 |
THE SEGAL COMPANY5 years Filed as: SEGAL SELECT INSURANCE SERVICE, INC Service code 53 · EIN 13-2646110 333 WEST 34TH STREET, 2ND FLOOR · NEW YORK, NY 10001 | Insurance Commissions | $33,171 |
BEERS, HAMERMAN, COHEN & BURGER, PC10+ years Filed as: BEERS, HAMERMAN, COHEN & BURGER PC Service code 10 · EIN 47-2517893 234 CHURCH STREET · NEW HAVEN, CT 06535 | Accounting | $20,400 |
AMERICAN REALTY ADVISORS9 years Service code 28 · EIN 33-0123114 515 S FLOWER ST, 49TH FLOOR · LOS ANGELES, CA 90071 | Investment Management | $20,299 |
COMERICA BANK10+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 411 W. LAFAYETTE · DETROIT, MI 48226 | Securities Custodian | $14,740 |
16 funds of $250K or more; 20 lines in all, holding $29.2M of the plan's $83.6M. From the 2024 filing. Recordkeeper: Zenith American Solutions.
| Fund | Dollars | % of funds% |
|---|---|---|
| Gcm Grosvenor Multi Asset Class Fund III Manager not matched · Mutual fund | $4.1M | 13.9% |
| Mesirow Financial Real Estate Fund LP III Mesirow · Mutual fund | $3.1M | 10.5% |
| GCM Grosvenor Multi-Asset Class Fund II, LP Manager not matched · Mutual fund | $2.8M | 9.6% |
| White Oak Yield Spectrum Peer Fund, LP Manager not matched · Mutual fund | $2.7M | 9.3% |
| Segal Marco Select Private Equity Fund II, LP Manager not matched · Mutual fund | $2.6M | 9.0% |
| Common collective trusts Multi-Employer Property Trust Sun Life (BentallGreenOak) · Collective trust | $2.1M | 7.1% |
| Mesirow Financial Private Equity Fund VII Mesirow · Mutual fund | $1.9M | 6.6% |
| Grosvenor Altscape Fund Manager not matched · Mutual fund | $1.9M | 6.5% |
| American Core Realty Fund American Realty Advisors · Mutual fund | $1.8M | 6.2% |
| FP Credit Partners Agregator Fund II LP Manager not matched · Mutual fund | $1.8M | 6.0% |
Covers 60,908 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 |
|---|---|---|
Hal S Tepfer Cbiz Retirement Plan Services Schedule MB | Schedule MB | Pro |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.