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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 13-3505523 420 WEST 45TH STREET · NEW YORK, NY 10036 | Other Services | $521,056 |
MILLIMAN, INC.6 years Service code 11 · EIN 91-0675641 150 CLOVE ROAD, 10TH FLR · LITTLE FALLS, NJ 07427 | Actuarial | $153,170 |
AMERICAN REALTY ADVISORS7 years Filed as: AMERICAN CORE REALTY FUND Service code 27 · EIN 95-4871432 515 S. FLOWER ST · LOS ANGELES, CA 90071 | Advisory (Plan) | $63,978 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS INC Service code 27 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 10001 | Advisory (Plan) | $52,083 |
Filed as: DANIEL H. COOK ASSOCIATES INC Service code 12 · EIN 11-2424843 253 WEST 35TH ST, 12TH FLOOR · NEW YORK, NY 10001 | Direct payment from the plan; Claims ... | $47,321 |
ROGOFF & COMPANY PC8 years Service code 10 · EIN 13-2688836 355 LEXINGTON AVE, 6TH FL · NEW YORK, NY 10017 | Accounting | $36,500 |
COHEN WEISS AND SIMON LLP8 years Filed as: COHEN WEISS & SIMON LLP Service code 29 900 THIRD AVENUE SUITE 2100 · NEW YORK, NY 10022 | Legal | $35,954 |
INVESCO7 years Filed as: INVESCO TRUST COMPANY Service code 27 · EIN 46-3793325 11 GREENWAY PLAZA · HOUSTON, TX 77046 | Advisory (Plan) | $21,329 |
FORD & HARRISON LLP3 years Filed as: FORD HARRISON LLP Service code 29 100 PARK AVE · NEW YORK, NY 10017 | Legal | $7,820 |
7 funds hold $56.5M of the plan's $57.6M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fixed Income Participation Manager not matched · Collective trust | $16.7M | 29.6% |
| Vanguard Total World Stock Index Fund Investor Shares Vanguard · Mutual fund Index | $14.6M | 25.9% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $7.9M | 14.1% |
| Invesco Balanced-Risk Allocation Trust Invesco · Collective trust | $5.9M | 10.5% |
| Real Estate Investment Trust Fund American Realty Advisors · Other | $5.2M | 9.3% |
| Emerging Mkts Equity Manager not matched · Other | $3.1M | 5.4% |
| Vanguard Total Bond Market Index Fund Investor Shares Vanguard · Mutual fund Index | $3.0M | 5.2% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFixed Income Participation | $16.7M |
| DroppedReal Estate Investment Trust Fund | $6.0M |
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 |
|---|---|---|
Aaron Shapiro, FSA, Ea, Maaa Milliman, Inc Schedule MB | Schedule MB | Pro |
Employer contribution per participant 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.