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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP10+ years Service code 29 · EIN 13-1840454 11 TIMES SQUARE · NEW YORK, NY 10036 | Legal | $143,422 |
PRYOR CASHMAN LLP10+ years Service code 29 · EIN 13-1859294 7 TIMES SQUARE · NEW YORK, NY 10036 | Legal | $127,836 |
THE SEGAL COMPANY10+ years Filed as: THE SEGAL COMPANY INC Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $111,075 |
ZENITH AMERICAN SOLUTIONS8 years Service code 14 · EIN 52-1590516 2 GATEWAY CENTER 603 STANWIX ST · PITTSBURGH, PA 15222 | Plan Administrator | $95,038 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 10001 | Advisory (Plan) | $57,000 |
WELLINGTON MANAGEMENT2 years Filed as: WELLINGTON MANAGEMENT CO Service code 51 · EIN 04-2755549 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Mgmt Fees | $48,801 |
FITZSIMMONS ABRAMS, LLP2 years Service code 10 · EIN 13-2858927 7600 JERICHO TPKE STE 210 · WOODBURY, NY 11797 | Accounting | $41,581 |
Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 51 · EIN 22-1211670 7 GIRALDA FARMS · MADISON, NJ 07940 | Investment Mgmt Fees | $33,228 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 28 · EIN 13-3575636 200 WEST STREET · NEW YORK, NY 10282 | Investment Management | $26,254 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 04-3200030 1 FINANCIAL CENTER, 25TH FL · BOSTON, MA 02111 | Investment Mgmt Fees | $19,824 |
10 funds hold $55.9M of the plan's $86.3M. From the 2025 filing. Recordkeeper: Zenith American Solutions.
| Fund | Dollars | % of funds% |
|---|---|---|
| Chevy Chase TR CO Asb Lab EQ Index JPMorgan · Collective trust Index | $19.8M | 35.5% |
| CTF Intl Opps Manager not matched · Other | $9.5M | 16.9% |
| Real Estate Funds: Prudential Prisa Real Estate Prudential (PGIM) · Mutual fund | $6.3M | 11.3% |
| Other Investments NB Crossroads Fund XXI Private Investment Portfolio - Other Investments Manager not matched · Mutual fund | $6.0M | 10.8% |
| Loomis High Yield Full Discretion Fund Natixis IM · Mutual fund | $4.3M | 7.8% |
| Diversified Real Asset Fund Principal · Mutual fund | $3.3M | 6.0% |
| BlackRock Strategic Income Opportunities Portfolio BlackRock · Mutual fund | $3.0M | 5.4% |
| Horizon Environment & Climate Solutions Partners I, Offshore, L.P. - Other Investments Manager not matched · Other | $2.0M | 3.6% |
| GS PEM Offshore LP - Other Investments Goldman Sachs · Other | $1.2M | 2.2% |
| GS Financial Square Treasury Solutions Fund - Cash and Cash Equivalents Goldman Sachs · Money market | $344K | 0.6% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Joshua Kaplan, FSA, Fca, Maaa Segal 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.