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| Provider | Service type | Compensation |
|---|---|---|
KB ACTUARIAL, INC.1 year Filed as: LB ACTUARIAL ASSOCIATES, INC Service code 11 · EIN 22-3509247 PO BOX 252 · CONVENT STATION, NJ 07961 | Actuarial | $7,240 |
2 funds hold $3.4M of the plan's $3.4M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 55.3% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.5M | 44.7% |
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 |
|---|---|---|
Laurance Bruce LB Actuarial Associates, 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.