Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 28 · EIN 58-2432392 | Investment Management | $67,667 |
Filed as: BOYD WATTERSON ASSET MGMT LLC Service code 28 · EIN 34-1922005 | Investment Management | $66,438 |
JOE MOSKAUSKI8 years Service code 30 · EIN 23-2652951 | Recordkeeping fees; Employee (plan) | $59,752 |
RAE GROUP LLC2 years Service code 11 · EIN 83-4646394 | Actuarial | $49,500 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $29,677 |
JOANN PROCOPIO3 years Service code 30 · EIN 23-2652951 | Recordkeeping fees; Employee (plan) | $26,748 |
Filed as: PRINCIPAL Service code 19 · EIN 94-1347393 | Securities Custodian | $24,869 |
GOLDMAN SACHS1 year Filed as: CORBIN CAPITAL PARTNERS LP Service code 28 · EIN 30-0299433 | Investment Management | $21,395 |
SUSANIN WIDMAN & BRENNAN PC7 years Filed as: SUSANIN WIDMAN & BRENNAN, PC Service code 29 · EIN 23-2265950 | Legal | $18,620 |
SEGALL BRYANT & HAMILL5 years Filed as: SEGALL BRYANT & HAMILL LLC Service code 28 · EIN 41-1788385 | Investment Management | $18,182 |
9 funds of $250K or more; 27 lines in all, holding $18.5M of the plan's $29.8M. From the 2025 filing. Recordkeeper: Bridgeway Benefit Technologies.
| Fund | Dollars | % of funds% |
|---|---|---|
| equity: Northern Trust Russell Northern Trust · Collective trust | $4.3M | 23.4% |
| Boyd Watterson State Government Fund, L.P Manager not matched · Mutual fund | $3.0M | 16.3% |
| Limited partnerships - opportunistic markets Corbin Erisa Opportunity Fund L.P. Manager not matched · Mutual fund | $2.6M | 13.9% |
| Northern Russell Northern Trust · Mutual fund | $2.2M | 11.8% |
| Limited partnerships - real estate: Boyd Watterson GSA Fund, L.P Manager not matched · Mutual fund | $1.6M | 8.9% |
| Limited partnership - international equity: First Eagle International Value Fund L.P. Manager not matched · Mutual fund | $1.6M | 8.7% |
| GCM Grosvenor Secondary Opportunities Feeder Fund III, L.P. Manager not matched · Mutual fund | $1.4M | 7.5% |
| Principal Deposit Sweep Program Principal · Mutual fund | $666K | 3.6% |
| Date Short-term investments: Allspring Treasury Plus Money Market Allspring · Money market | $337K | 1.8% |
| United States Treasury Inflation Index Manager not matched · Mutual fund Index | $142K | 0.8% |
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 |
|---|---|---|
Boris Vaynblat Rae Group LLC 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.