Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.11+ years Filed as: STACEY BRAUN ASSOCIATES, INC Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $70,775 |
ULLICO6 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD 13TH FLOOR · SILVER SPRING, MD 20910 | Investment Management | $64,063 |
DANIEL H. COOK ASSOCIATES, INC11+ years Service code 13 · EIN 11-2424843 1040 AVENUE OF THE AMERICAS 24TH FL · NEW YORK, NY 10018 | Contract Administrator | $57,578 |
THE SEGAL COMPANY8 years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $48,000 |
MARBLE INDUSTRY TRUST FUND11+ years Service code 15 · EIN 13-6118206 1040 AVENUE OF THE AMERICAS 24TH FL · NEW YORK, NY 10018 | Recordkeeping | $45,255 |
JP MORGAN9 years Service code 24 · EIN 13-4994650 270 PARK AVENUE FLOOR 22 · NEW YORK, NY 10017 | Discretionary Trustee | $45,031 |
GOULD, KOBRICK & SCHLAPP, P.C.11+ years Filed as: GOULD KOBRICK AND SCHLAPP P.C. Service code 10 · EIN 13-3082707 192 LEXINGTON AVE 7TH FLOOR · NEW YORK, NY 10016 | Accounting | $33,109 |
QUAN-VEST CONSULTANTS, INC.11+ years Filed as: QUAN-VEST CONSULTANTS INC. Service code 27 · EIN 11-2559669 390 PLANDOME ROAD · MANHASSET, NY 11030 | Advisory (Plan) | $28,500 |
INTERCONTINENTAL REAL ESTATE CORP11+ years Service code 51 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Mgmt Fees | $27,116 |
ASB CAPITAL MANAGEMENT11+ years Service code 28 · EIN 80-0618452 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $26,801 |
8 funds of $250K or more; 11 lines in all, holding $74.0M of the plan's $108M. From the 2025 filing. Recordkeeper: Marble Industry Trust Fund.
| Fund | Dollars | % of funds% |
|---|---|---|
| Current Interest Identification Manager not matched · Other | $38.2M | 51.6% |
| Jpmcb Core Bond Fund JPMorgan · Collective trust | $17.2M | 23.2% |
| Vanguard Vanguard · Mutual fund | $5.5M | 7.4% |
| Ullico Infrastructur Real Estate Ullico · Other | $4.4M | 6.0% |
| US Real Estate Invt Manager not matched · Other | $2.9M | 3.9% |
| Chevy Chase ASB Allegiance REF JPMorgan · Other | $2.6M | 3.5% |
| Boyd Watterson GSA Manager not matched · Other | $2.0M | 2.8% |
| Entrust Special IV Manager not matched · Other | $887K | 1.2% |
| Entrust SOP III Manager not matched · Other | $202K | 0.3% |
| Cirrus Workforce HOU Manager not matched · Other | $106K | 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 71,097 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 |
|---|---|---|
Aldwin P. Frias Segal Schedule MB | Schedule MB | Pro |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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.