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| Provider | Service type | Compensation |
|---|---|---|
MERCER11+ years Service code 11 · EIN 13-2834414 70 LINDEN OAKS, SUITE 310 · ROCHESTER, NY 14625 | Actuarial | $44,173 |
NORTHERN TRUST COMPANY6 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 50 SOUTH LASALLE ST · CHICAGO, IL 60603 | Bank Trustee | $17,177 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITHBROWN, PC Service code 10 · EIN 22-2027092 424 MAIN ST, SUITE 800 · BUFFALO, NY 14202 | Accounting | $13,200 |
4 funds hold $24.6M of the plan's $25.8M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| PIMCO Investment Grade Credit Bond Fund Institutional PIMCO (Allianz) · Mutual fund | $11.7M | 47.4% |
| Vanguard Total World Stock ETF Vanguard · ETF Index | $7.8M | 31.8% |
| PIMCO Long-Term Credit Bond Fund Institutional PIMCO (Allianz) · Mutual fund | $3.1M | 12.5% |
| PIMCO Long-Term U.S. Government Fund Institutional PIMCO (Allianz) · Mutual fund | $2.0M | 8.2% |
Added 3 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| AddedPIMCO Investment Grade Credit Bond Fund Institutional | $11.7M |
| DroppedFixed income funds: MFO PIMCO INV Grade Corp Bond Instl | $11.1M |
| AddedVanguard Total World Stock ETF | $7.8M |
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 71,097 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 |
|---|---|---|
Emily Taddeo Marsh 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.