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| Provider | Service type | Compensation |
|---|---|---|
BNY MELLON11+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $12,195 |
1 fund of $250K or more; 5 lines in all, holding $946K of the plan's $3.4M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| SPDR S&P 500 ETF Trust State Street (SSgA) · Collective trust Index | $405K | 42.8% |
| iShares Russell Mid-Cap Index Fund BlackRock · ETF | $196K | 20.7% |
| Vanguard Ftse Developed Markets ETF Vanguard · ETF | $165K | 17.5% |
| Vanguard Ftse Emerging Markets ETF Vanguard · ETF | $93K | 9.9% |
| iShares Russell 2000 ETF BlackRock · ETF Index | $86K | 9.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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 |
|---|---|---|
Daniel E. Perrine, FSA Kardan Actuarial Services, LLC 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.
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.