Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC11+ years Filed as: UBS Service code 19 · EIN 13-2638166 | Securities Custodian | $117,467 |
ROTHMAN, ROCCO, LARUFFA, LLP10+ years Filed as: ROTHMAN ROCCO LARUFFA LLP Service code 29 3 WEST MAIN ST. · ELMSFORD, NY 10523 | Legal | $45,697 |
FIRST ACTUARIAL CONSULTING, INC.11+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM Service code 11 1501 BROADWAY, SUITE 1728 · NEW YORK, NY 10036 | Actuarial | $31,750 |
CASTIGLIA LLP10+ years Filed as: CASTIGLIA, LLP Service code 10 · EIN 46-2725636 | Accounting | $24,250 |
Filed as: BASIL CASTROVINCI Service code 15 · EIN 13-2831500 | Recordkeeping | $10,710 |
SYNTONIC SYSTEMS, INC.3 years Service code 15 111 JOHN STREET · NEW YORK, NY 10038 | Recordkeeping | $9,600 |
3 funds of $250K or more; 24 lines in all, holding $11.1M of the plan's $26.5M. From the 2025 filing. Recordkeeper: Basil Castrovinci Associates.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Growth ETF Vanguard · ETF Index | $4.7M | 42.3% |
| Vanguard Value ETF Vanguard · ETF Index | $3.6M | 32.7% |
| iShares Core S&P Mid-Cap ETF BlackRock · ETF Index | $1.5M | 13.7% |
| Energy Transfer Operatng Manager not matched · Other | $229K | 2.1% |
| UBS Insured Sweep Program Manager not matched · Other | $191K | 1.7% |
| Morgan Manager not matched · Other | $114K | 1.0% |
| Synchrony Finl Manager not matched · Other | $109K | 1.0% |
| Tanger Manager not matched · Other | $70K | 0.6% |
| Energy Transfer LP Manager not matched · Other | $69K | 0.6% |
| US Bancorp Manager not matched · Other | $66K | 0.6% |
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 71,410 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 |
|---|---|---|
Jay K. Egelberg, Asa, Maaa First Actuarial Consulting, Inc. Schedule MB | Schedule MB | Pro |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.