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| Provider | Service type | Compensation |
|---|---|---|
SAVASTA AND COMPANY, INC.3 years Filed as: SAVASTA AND COMPANY INC Service code 11 · EIN 13-3879959 655 THIRD AVE - 12TH FLOOR · NEW YORK, NY 10004 | Actuarial | $1,010,600 |
Filed as: INVESTMENT CONSULTING SERVICES LLC Service code 27 · EIN 32-0016703 2215 YORK ROAD - SUITE 206 · OAK BROOK, IL 60523 | Advisory (Plan) | $125,000 |
WEAVER AND TIDWELL, LLP2 years Filed as: WEAVER AND TIDWELL, L.L.P. Service code 10 · EIN 75-0786316 ONE PENNSYLVANIA PLAZA - SUITE 2800 · NEW YORK, NY 10119 | Accounting | $53,051 |
BOSTON TRUST & INVESTMENT MANAGEMEN11+ years Service code 28 · EIN 04-2273811 ONE BEACON STREET · BOSTON, MA 02108 | Investment Management | $48,359 |
M&T INVESTMENT GROUP3 years Filed as: M & T INVESTMENT GROUP Service code 19 · EIN 16-0538020 ONE M T PLAZA, 9TH FLOOR · BUFFALO, NY 14203 | Securities Custodian | $40,000 |
Filed as: ZIEGLER CAPITAL MANAGEMENT LLC Service code 28 · EIN 85-0597999 30 S. WACKER DRIVE, SUITE 2800 · CHICAGO, IL 60606 | Investment Management | $37,852 |
RHUMBLINE ADVISORS3 years Filed as: RHUMBLINE ADVISORS LIMITED PARTNERS Service code 51 · EIN 04-3118582 265 FRANKLIN STREET, 21ST FLOOR · BOSTON, MA 021103326 | Investment Mgmt Fees | $6,261 |
Filed as: BOYD WATTERSON ASSET MANGAEMENT LLC Service code 51 · EIN 34-1922005 1301 EAST 9TH STREET, SUITE 2900 · CLEVELAND, OH 441143179 | Investment Mgmt Fees | $5,405 |
8 funds of $250K or more; 25 lines in all, holding $80.1M of the plan's $296M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $27.0M | 33.7% |
| ProShares S&P 500 Dividend Aristocrats ETF Manager not matched · ETF Index | $11.8M | 14.7% |
| Principal Real Estate Inv Pgi 1 Principal · Other | $11.4M | 14.3% |
| Global Funds Manager not matched · Mutual fund | $11.2M | 14.0% |
| iShares Global Infrastructure ETF BlackRock · ETF Index | $9.9M | 12.3% |
| Vanguard Int Govt Bd Index-Ins Vanguard · Mutual fund Index | $6.8M | 8.5% |
| Wilmington US Treasury Mmkt CL Slct Manager not matched · Money market | $1.1M | 1.4% |
| Equity Manager not matched · Other | $368K | 0.5% |
| W P Carey INC REIT Manager not matched · Other | $71K | <0.1% |
| Gaming AND Leisure Properties REIT Manager not matched · Other | $64K | <0.1% |
Added 2 funds, dropped 3 funds.
| Fund | Year-end value |
|---|---|
| DroppedOther Assets Principal Real Estate Inv Pgi 1 | $13.5M |
| AddedGlobal Funds | $11.2M |
| DroppedVanguard Small-Cap Index Fund Institutional Shares | $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 |
|---|---|---|
Benjamin Ablin Horizon Actuarial Services, LLC 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.