Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT10+ years Service code 28 · EIN 23-2772200 | Investment Management | $252,231 |
MICHAEL E BURNS10+ years Service code 30 · EIN 23-6406511 | Employee (plan); Direct payment from ... | $250,897 |
WALTER SCOTT & PARTNERS LIMITED10+ years Service code 28 · EIN 98-0465834 | Investment Management | $154,729 |
RBC WEALTH MANAGEMENT10+ years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $151,228 |
SEI INVESTMENTS10+ years Filed as: COOKE & BIELER L.P. Service code 28 · EIN 23-3082822 | Investment Management | $106,138 |
FIERA CAPITAL9 years Filed as: FIERA CAPITAL INC Service code 28 · EIN 13-2726734 | Investment Management | $96,884 |
Filed as: METLIFE INVESTMENT MANAGEMENT Service code 28 · EIN 82-2405817 | Investment Management | $89,734 |
NOVAK FRANCELLA LLC10+ years Service code 10 · EIN 61-1436956 | Accounting | $85,962 |
KAITLYN AZOFEIFA3 years Service code 30 · EIN 23-6406511 | Employee (plan); Direct payment from ... | $81,731 |
NEWTOWER TRUST COMPANY10+ years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 | Investment Management | $78,892 |
20 funds of $250K or more; 74 lines in all, holding $113M of the plan's $238M. From the 2025 filing. Recordkeeper: Bridgeway Benefit Technologies.
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 |
|---|---|---|
Brian W. Hartsell The McKeogh Company Schedule MB | Schedule MB | Pro |
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.