Filings through .
Filed March 19, 2026 (most recent of 8 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.11+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $101,775 |
AGILIS PARTNERS LLC4 years Service code 27 · EIN 04-3513306 | Advisory (Plan) | $72,500 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 26-0516431 | Advisory (Plan) | $72,500 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $21,273 |
3 funds hold $35.6M of the plan's $50.2M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Pooled Investment Fund: Agilis Long Credit Fund R Manager not matched · Collective trust | $31.5M | 88.5% |
| Vanguard Short-Term Investment-Grade Fund Admiral Shares Vanguard · Mutual fund | $2.3M | 6.5% |
| Allspring Government Money Market Fund Allspring · Money market | $1.8M | 5.0% |
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 |
|---|---|---|
Neil A. Hagin, Ea, Maaa Milliman, Inc. Schedule SB | Schedule SB | Pro |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.