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| Provider | Service type | Compensation |
|---|---|---|
Service code 29 · EIN 13-5676829 | Legal | $100,517 |
INVESCO2 years Filed as: INVESCO STABLE VALUE TRUST Service code 51 · EIN 84-1142974 | Investment Mgmt Fees | $37,815 |
CHEVY CHASE TRUST COMPANY6 years Service code 10 · EIN 52-6257033 | Accounting | $20,143 |
QUAN-VEST CONSULTANTS, INC.6 years Filed as: QUAN-VEST CONSULTANTS, INC Service code 27 | Advisory (Plan) | $20,076 |
Filed as: GORLICK, KRAVITZ & LISTHAUS P.C. Service code 29 · EIN 13-3790829 | Legal | $19,082 |
Filed as: GOULD, KOBRICK & SCHLAPP, PC Service code 10 · EIN 13-3082707 | Accounting | $14,000 |
Filed as: BASIL CASTROVINCI ASSOCIATES, INC Service code 11 · EIN 13-2831500 | Actuarial | $7,091 |
LITTLER MENDELSON, P.C.3 years Filed as: LITTLER MENDELSON PC Service code 29 · EIN 94-2602731 | Legal | $6,734 |
4 funds hold $31.0M of the plan's $32.5M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Invesco Stable Value Fund Invesco · Stable value Stable value | $12.3M | 39.7% |
| Vanguard Vanguard · Mutual fund | $9.2M | 29.6% |
| Invesco Core Plus FI Invesco · Mutual fund | $7.6M | 24.5% |
| ASB Real Estate ASB Capital Management · Other | $1.9M | 6.3% |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.