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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS2 years Filed as: SEI INVESTMENTS MANAGEMENT CORP Service code 19 · EIN 23-1707341 | Securities Custodian | $545,224 |
Filed as: BENEFIT PLANS, INC. Service code 13 · EIN 95-4654044 | Contract Administrator | $127,967 |
PROSKAUER ROSE LLP2 years Service code 29 · EIN 13-1840454 | Legal | $120,155 |
CATHERINE HALPIN5 years Service code 30 · EIN 13-6137855 | Employee (plan); Direct payment from ... | $113,325 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 | Actuarial | $98,046 |
JP MORGAN11+ years Filed as: JP MORGAN INVESTMENT MANAGEMENT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $94,808 |
MARY FERRY9 years Service code 30 · EIN 13-6137855 | Direct payment from the plan; Employe... | $52,540 |
SPIVAK LIPTON LLP4 years Service code 29 · EIN 13-3494495 | Legal | $52,142 |
SCHULTHEIS & PANETTIERI, LLP4 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $46,500 |
US BANK1 year Filed as: US BANK, N.A. Service code 49 · EIN 31-0841368 | Other Services | $16,878 |
15 funds hold $143M of the plan's $192M. From the 2025 filing. Recordkeeper: Benefit Plans Admin Services.
| Fund | Dollars | % of funds% |
|---|---|---|
| Siit World Equity Ex-Us Fund - Class A SEI · Mutual fund | $27.7M | 19.3% |
| SEI Large Cap Fund SEI · Mutual fund | $15.7M | 10.9% |
| SEI S&P 500 Index Fund SEI · Mutual fund Index | $15.7M | 10.9% |
| SEI Structured Credit Collective Fund SEI · Collective trust | $13.0M | 9.1% |
| Siit Dynamic Asset Allocation Fund - Class A SEI · Mutual fund | $11.7M | 8.2% |
| No. OF Shares Cost Value Jpmcb Strategic Property Fund JPMorgan · Mutual fund | $10.8M | 7.5% |
| SEI Emerging Markets Equity Fund SEI · Mutual fund | $8.0M | 5.6% |
| Siit Emerging Markets Debt Fund - Class A SEI · Mutual fund | $7.8M | 5.5% |
| SEI High Yield Bond Fund SEI · Mutual fund | $7.8M | 5.4% |
| SEI Small Cap II Fund SEI · Mutual fund | $5.9M | 4.1% |
Added 1 fund, dropped 2 funds. Moved 1 fund from collective trust to mutual fund.
| Fund | Year-end value |
|---|---|
| DroppedSEI Core Fixed Income Fund | $27.2M |
| DroppedSEI Limited Duration Bond Fund | $25.7M |
| Collective trust to mutual fundCF Jpmcb Strategic Property Fund to No. OF Shares Cost Value Jpmcb Strategic Property Fund | $12.9M to $10.8M |
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 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 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.