Filings through .
Filed October 4, 2022 (most recent of 5 filings on file)
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Total covered: 5 employees
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| Provider | Service type | Compensation |
|---|---|---|
AONHEWITT ASSOCIATES10+ years Filed as: HEWITT ASSOCIATES Service code 17 · EIN 36-2235791 | Pension Consulting | $1,343,412 |
AON CONSULTING3 years Filed as: AON CONSULTING INC Service code 11 · EIN 36-3642411 | Actuarial | $362,887 |
KILPATRICK TOWNSEND10+ years Filed as: KILPATRICK TOWNSEND & STOCKTON LLP Service code 29 · EIN 58-0511774 | Legal | $153,319 |
Filed as: BARROW, HANLEY, MEWHINNEY STRAUSS Service code 21 · EIN 75-2403190 | Bank Trustee | $143,907 |
COHNREZNICK LLP3 years Filed as: COHN REZNICK LLP Service code 10 · EIN 33-4144829 | Accounting | $105,450 |
US BANK10+ years Service code 26 · EIN 31-0841368 | Advisory (Participants) | $79,335 |
1 fund holds $2.0M of the plan's $2.6M. From the 2025 filing. Recordkeeper: Perpetual (Barrow Hanley).
| Fund | Dollars | % of funds% |
|---|---|---|
| First AM Govt Manager not matched · Mutual fund | $2.0M | 100.0% |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.