Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
WILLIAM J. TURNBULL1+ years Service code 30 · EIN 13-3917806 | Employee (plan) | $98,279 |
THE SEGAL COMPANY1+ years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2466110 | Advisory (Plan) | $60,000 |
VITECH SYSTEMS GROUP1+ years Service code 15 · EIN 13-3785492 | Recordkeeping | $59,743 |
LAPADULA CARLSON & CO1+ years Filed as: LAPADULA, CARLSON & CO., CPA Service code 10 · EIN 65-0292391 | Accounting | $15,750 |
THE SEGAL COMPANY1+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0619194 | Insurance Broker | $15,215 |
NTIVA, INC1+ years Service code 15 · EIN 20-2106015 | Recordkeeping | $9,885 |
THE SEGAL COMPANY1+ years Service code 16 · EIN 13-1835864 | Consulting | $9,235 |
LINDABURY, MCCORMICK, ESTABROOK1+ years Filed as: LINDABURY, MCCORMICK, ESTABROOK & C Service code 29 · EIN 22-1943351 | Legal | $7,521 |
CHUBB1+ years Filed as: CHUBB & SON Service code 22 · EIN 13-1963496 | Insurance Broker | $7,489 |
17 funds hold $689M of the plan's $807M. From the 2025 filing. Recordkeeper: Ntiva.
| Fund | Dollars | % of funds% |
|---|---|---|
| SmartRet 2040 R5 JPMorgan · Other | $107M | 15.6% |
| SmartRet 2030 R5 JPMorgan · Other | $93.2M | 13.5% |
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price · Mutual fund | $84.5M | 12.3% |
| SmartRet 2050 R5 JPMorgan · Other | $75.1M | 10.9% |
| Value Fund, John Hancock Stable Value Guaranteed Inc John Hancock (Manulife) · Insurance contract | $61.8M | 9.0% |
| Putnam Large Cap Value Fund Class Y Shares Franklin Templeton · Mutual fund | $49.8M | 7.2% |
| Vanguard Large-Cap Index Fund Vanguard · Mutual fund Index | $44.6M | 6.5% |
| SmartRet Income R5 JPMorgan · Other | $26.8M | 3.9% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $22.5M | 3.3% |
| SmartRet 2060 R5 JPMorgan · Other | $21.5M | 3.1% |
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.
The auditor signed off without reservation. This is the cleanest opinion.