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| Provider | Service type | Compensation |
|---|---|---|
MILL CREEK CAPITAL ADVISORS, LLC10+ years Service code 51 · EIN 41-2212501 | Investment Mgmt Fees | $50,348 |
BRINKER CAPITAL10+ years Filed as: BRINKER CAPITAL INC. Service code 51 · EIN 23-2829742 | Investment Mgmt Fees | $27,833 |
5 funds of $250K or more; 65 lines in all, holding $6.0M of the plan's $14.2M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Growth ETF Vanguard · ETF Index | $962K | 16.0% |
| Vanguard Value ETF Vanguard · ETF Index | $821K | 13.7% |
| iShares Core MSCI EAFE ETF BlackRock · ETF Index | $404K | 6.7% |
| iShares Core Intl Stock ETF BlackRock · ETF Index | $399K | 6.7% |
| Fannie Mae Ma Manager not matched · Other | $394K | 6.6% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market | $210K | 3.5% |
| Jpmorgan Chase & CO JPMorgan · Mutual fund | $197K | 3.3% |
| Fannie Mae Fm Manager not matched · Other | $162K | 2.7% |
| The Goldman Sachs Group, Inc. Goldman Sachs · Mutual fund | $122K | 2.0% |
| Freddie Mac Zs Manager not matched · Other | $114K | 1.9% |
Covers 60,908 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 |
|---|---|---|
William J. Patti Brown & Brown Ins. Services, Inc. Schedule SB | Schedule SB | Pro |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.