Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
EASTERN STATES JOINT BOARD8 years Service code 49 · EIN 46-2849057 | Other Services | $130,172 |
ATALANTA SOSNOFF2 years Filed as: ATALANTA SOSNOFF CAPITAL, LLC Service code 28 · EIN 20-0461050 | Investment Management | $37,477 |
MCCARTHY & PREECE PLLC3 years Filed as: MCCARTHY AND PREECE Service code 29 · EIN 01-0727299 | Legal | $36,000 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 22-1467904 | Recordkeeping | $32,739 |
Service code 28 · EIN 04-3549299 | Investment Management | $26,700 |
QUAN-VEST CONSULTANTS, INC.2 years Filed as: QUAN-VEST CONSULTANTS INC Service code 27 · EIN 11-2559669 | Advisory (Plan) | $25,992 |
DICKINSON GROUP, LLC11+ years Filed as: DICKINSON GROUP LLC Service code 50 · EIN 20-1241472 | Direct Payment | $24,900 |
NOVAK FRANCELLA LLC1 year Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $22,000 |
AMALGAMATED BANK2 years Service code 19 · EIN 13-4920330 | Securities Custodian | $11,763 |
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 50 · EIN 84-0467907 | Direct Payment | $10,393 |
8 funds of $250K or more; 11 lines in all, holding $24.6M of the plan's $31.8M. From the 2025 filing. Recordkeeper: ADP.
| Fund | Dollars | % of funds% |
|---|---|---|
| 1c Mutual fund: Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $9.0M | 36.7% |
| 1c Common collective trust funds: Longview Core Plus Fixed Income Fund Manager not matched · Collective trust | $3.5M | 14.2% |
| Prudential Core Plus Bond Fund Prudential (PGIM) · Mutual fund | $3.4M | 13.9% |
| 1c Real estate: 420 W. Merrick Road Manager not matched · Other | $3.0M | 12.2% |
| 1c Limited partnership: U.S. Real Estate Investment Fund LLC Manager not matched · Mutual fund | $2.4M | 9.9% |
| 1c Fixed annuity contract Prudential Fixed Rate Fund Prudential (PGIM) · Insurance contract | $2.1M | 8.6% |
| Invesco QQQ TR Unit Ser 1 Stock Invesco · Mutual fund | $390K | 1.6% |
| Jpmorgan Chase Common Stock JPMorgan · Mutual fund | $318K | 1.3% |
| Goldman Sachs Groups Inc Stock Goldman Sachs · Mutual fund | $206K | 0.8% |
| Schwab Charles Common Stock Charles Schwab · Mutual fund | $187K | 0.8% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 1 rename.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
James B. Sharkey, Jr. Summit A.S. LLC Obo Dickinson Group Schedule MB | Schedule MB | 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.