Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ, INC. Service code 11 · EIN 31-1582098 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Actuarial | $39,980 |
COLUMBIA2 years Filed as: COLUMBIA MANAGEMENT INVESTMENT Service code 27 · EIN 41-1533211 290 CONGRESS STREET · BOSTON, MA 02210 | Advisory (Plan) | $26,606 |
NORTHERN TRUST COMPANY11+ years Filed as: NORTHERN TRUST Service code 13 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Contract Administrator | $18,670 |
5 funds of $250K or more; 8 lines in all, holding $7.0M of the plan's $23.7M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Mfo Vanguard World FD Ftse Social Index FD Instl Shs Vanguard · Mutual fund Index | $2.4M | 34.2% |
| Mfo MFS Series Trust X International Value R5 MFS (Sun Life) · Collective trust | $1.5M | 22.0% |
| United States Treas BD Stripped Prin U.S. Treasuries Manager not matched · Other | $1.4M | 19.5% |
| Mfo Eaton Vance Growth TR Atlanta Cap Smid-Cap FD CL I Morgan Stanley · Mutual fund | $1.0M | 14.7% |
| Northern Trust Short Term Investment Fund Northern Trust · Collective trust | $347K | 4.9% |
| Unddate) BEO United States Treas SEC Stripped INT Pmtnt 194 U.S. Treasuries Manager not matched · Other | $201K | 2.9% |
| United States Treas SEC Stripped INT U.S. Treasuries Manager not matched · Other | $127K | 1.8% |
| USD Manager not matched · Other | $1K | <0.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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 |
|---|---|---|
Maria A. Baran Cbiz Schedule SB | Schedule SB | Pro |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.