Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIFTH THIRD BANK RETIREMENT SRVCS Service code 18 · EIN 31-1051736 | Soft dollars commissions; Distributio... | $42,498 |
PLANTE & MORAN, PLLC11+ years Service code 10 · EIN 33-1498605 | Accounting | $24,725 |
THE LIBMAN ACTUARIAL GROUP, INC.11+ years Service code 11 · EIN 34-1635800 | Actuarial | $23,218 |
5 funds of $250K or more; 7 lines in all, holding $2.7M of the plan's $15.5M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| US Bancorp Fr Manager not matched · Other | $643K | 23.4% |
| Federated Hermes Government Obligations Fund Federated Hermes · Money market | $618K | 22.5% |
| Morgan Stanley FR Morgan Stanley · Other | $499K | 18.2% |
| BlackRock BlackRock · Mutual fund | $374K | 13.6% |
| Duke Energy Fla LLC Manager not matched · Other | $271K | 9.9% |
| Mastercard Incorporated Manager not matched · Other | $202K | 7.4% |
| Johnson & Johnson Sr NT Manager not matched · Other | $138K | 5.0% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedSchwab Charles Corp | $499K |
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 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Michael L. Libman, Fca The Libman Actuarial Group, Inc. Schedule SB | Schedule SB | Pro |
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.