Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
LYDIA STUART7 years Service code 30 · EIN 11-2623070 | Employee (plan); Direct payment from ... | $153,701 |
LOCAL 2 WELFARE FUND6 years Service code 30 · EIN 11-1831226 | Direct payment from the plan; Other s... | $56,257 |
Filed as: BARNES, ICCARINO, & SHEPHERD LLP Service code 29 · EIN 11-2450206 | Legal | $37,500 |
SUMMER LYDSEY1 year Service code 30 · EIN 11-2623070 | Direct payment from the plan; Employe... | $36,800 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 28 · EIN 59-1237041 | Investment Management | $35,442 |
MINSKY & COTTONE', CPA3 years Filed as: MINSKY & COTTONE, CPA Service code 10 · EIN 11-3223712 | Accounting | $19,600 |
NOVAK FRANCELLA LLC8 years Service code 10 · EIN 61-1436956 | Accounting | $18,500 |
GARY M. TIBONI, CPA4 years Filed as: GARY ROTHMAN ESQ. Service code 20 3 W MAIN ST 200 · ELMSFORD, NY 10523 | Trustee (individual); Direct payment ... | $18,000 |
THE MANDMARBLESTONE GROUP (MMG)1 year Service code 29 · EIN 20-4780677 | Legal | $6,500 |
6 funds of $250K or more; 7 lines in all, holding $5.7M of the plan's $8.6M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Ishares TR Core US Aggbd BlackRock · ETF | $3.3M | 57.8% |
| Vanguard Index Funds S&P 500 ETF Shs New Vanguard · ETF Index | $684K | 11.9% |
| Ishares TR Broad USD High BlackRock · ETF | $507K | 8.8% |
| iShares Core MSCI EAFE ETF BlackRock · ETF | $340K | 5.9% |
| Vanguard High Dividend Yield Index Fund Vanguard · ETF | $339K | 5.9% |
| iShares MSCI USA Min Vol Factor ETF BlackRock · ETF | $314K | 5.5% |
| Capital Group Fxd Income ETF Capital Group · ETF | $241K | 4.2% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedIshares TR Core US Aggbd | $3.3M |
| DroppediShares Core U.S. Aggregate Bond ETF | $2.9M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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.