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| Provider | Service type | Compensation |
|---|---|---|
PORTFOLIO ADVISORS6 years Filed as: PORTFOLIO ADVISORS, LLC Service code 28 · EIN 06-1487853 | Investment Management | $154,608 |
Filed as: HARDMAN JOHNSTON GLOBL ADVISORS Service code 28 · EIN 13-3257590 | Investment Management | $116,249 |
Service code 27 · EIN 58-1645832 | Advisory (Plan) | $100,000 |
WEDGE CAPITAL MANAGEMENT5 years Service code 28 · EIN 56-1557450 | Investment Management | $97,819 |
SAMUEL GOLDSTEIN & CO PC9 years Filed as: SAMUEL J. KENISH Service code 30 · EIN 23-1990755 | Employee (plan); Direct payment from ... | $95,293 |
Filed as: PRINCIPAL BANK Service code 19 · EIN 42-1520346 | Securities Custodian | $74,721 |
NOVAK FRANCELLA LLC7 years Service code 10 · EIN 61-1436956 | Accounting | $62,913 |
Filed as: KEYSTONE 74 BENEFITS AND ADMIN Service code 11 3031 WALTON ROAD, BUILDING B · PLYMOUTH MEETING, PA 19462 | Actuarial | $46,438 |
AMERICAN REALTY ADVISORS7 years Service code 28 · EIN 33-0123114 | Investment Management | $44,084 |
Filed as: INTERCONTINENTAL R/E CORP. Service code 28 · EIN 04-2895544 | Investment Management | $44,064 |
18 funds of $250K or more; 47 lines in all, holding $143M of the plan's $188M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| equity: Northern Trust Russell Northern Trust · Collective trust | $24.7M | 17.3% |
| international equity: First Eagle International Value Fund, LP Manager not matched · Collective trust | $17.2M | 12.0% |
| U.S. Real Estate Investment Fund, LLC Manager not matched · Mutual fund | $14.1M | 9.8% |
| Nhit Intermediate Duration Fixed Income Trust Manager not matched · Collective trust | $13.6M | 9.5% |
| GoldenTree Multi-Sector Fund Offshore Erisa, Ltd Manager not matched · Mutual fund | $12.0M | 8.4% |
| Hedge funds of funds - opportunistic: Corbin Erisa Opportunity Fund, LP Manager not matched · Mutual fund | $11.6M | 8.2% |
| Boyd Watterson State Gov't Fund LP Manager not matched · Mutual fund | $11.2M | 7.8% |
| Limited partnerships - fixed income: APC High Yield Bond Fund, LP Manager not matched · Mutual fund | $9.2M | 6.4% |
| Portfolio Advisors Secondary Fund IV (Offshore), LP Manager not matched · Mutual fund | $5.8M | 4.0% |
| Boyd Watterson Gsa Fund LP Manager not matched · Mutual fund | $4.5M | 3.2% |
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 |
|---|---|---|
Anthony Bertolotti Keystone 74 Benefits and Admin Schedule MB | Schedule MB | 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.