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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $324,354 |
STACEY BRAUN ASSOCIATES, INC.11+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 | Investment Management | $238,436 |
SUMMIT ACTUARIAL SERVICES11+ years Service code 11 · EIN 77-0645890 | Actuarial | $89,400 |
BNY MELLON11+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $77,133 |
Filed as: BARNES IACCARINO & SHEPHERD LLP Service code 29 258 SAW MILL RIVER ROAD · ELMSFORD, NY 10523 | Legal | $68,870 |
MSPC11+ years Service code 10 · EIN 22-2951202 | Accounting | $57,278 |
STONE CASTLE REALTY11+ years Service code 32 · EIN 13-2891975 | Real estate brokerage; Direct payment... | $28,696 |
J.A. MARIANO AGENCY8 years Service code 23 679 LANDIS AVE · BRIDGETON, NJ 08302 | Insurance services; Direct payment fr... | $19,476 |
1 fund holds $10.5M of the plan's $152M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares MSCI EAFE International Index Fund Institutional BlackRock · ETF | $10.5M | 100.0% |
Dropped 3 funds.
| Fund | Year-end value |
|---|---|
| DroppedJpmorgan Chase & CO | $1.3M |
| DroppedFidelity National Information | $311K |
| DroppedBlackrock 300 | $308K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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 71,097 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 |
|---|---|---|
Frank Iannucci Summit Actuarial Services, LLC Schedule MB | Schedule MB | Pro |
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.