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| Provider | Service type | Compensation |
|---|---|---|
EXETER TRUST COMPANY9 years Service code 19 · EIN 02-0476209 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Securities Custodian | $178,938 |
USI INSURANCE SERVICES LLC10+ years Filed as: USI CONSULTING GROUP, INC. Service code 11 · EIN 06-1053228 95 GLASTONBURY BOULEVARD STE 102 · GLASTONBURY, CT 06033 | Actuarial | $59,855 |
DAVIS, WARD & HOCHMAN, LLP10+ years Service code 10 · EIN 20-0494412 150 EAST 58TH STREET 20TH FLOOR · NEW YORK, NY 10155 | Accounting | $30,316 |
17 funds of $250K or more; 18 lines in all, holding $21.3M of the plan's $34.5M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard S&P 500 ETF Vanguard · ETF Index | $4.2M | 19.8% |
| SPDR Portfolio Intrm Term Treasury ETF State Street (SSgA) · ETF Index | $4.1M | 19.2% |
| SPDR Series Trust Bloomberg Barclays State Street (SSgA) · ETF | $1.8M | 8.7% |
| Vanguard Index Fund Vanguard · Mutual fund Index | $1.8M | 8.3% |
| Vanguard Ftse Developed Markets ETF Vanguard · ETF Index | $1.4M | 6.4% |
| Vanguard Long-Term Treasury Index Fund Vanguard · Mutual fund Index | $1.3M | 6.2% |
| Invesco Exchange Traded Fd Trust S&P Equal Weight ETF Invesco · ETF Index | $1.0M | 4.8% |
| Gold TR Ishares New ETF BlackRock · ETF Index | $959K | 4.5% |
| Vanguard Ftse Emerging Markets ETF Vanguard · ETF Index | $896K | 4.2% |
| Goldman Sachs TR Access Invt GR ETF Goldman Sachs · ETF Index | $826K | 3.9% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Garrett T. Norof Usi Consulting Group Schedule SB | Schedule SB | Pro |
Employer 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.