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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT FUND SERVICE COMPANY11+ years Service code 13 · EIN 25-1324245 | Contract Administrator | $222,730 |
TCW ASSET MANAGEMENT COMPANY11+ years Filed as: METROPOLITAN WEST CAPITAL MGMT. Service code 28 · EIN 95-4766779 | Investment Management | $204,603 |
FIERA CAPITAL7 years Filed as: FIERA CAPITAL, INC. Service code 28 · EIN 13-2726734 | Investment Management | $160,737 |
C.S. MCKEE, L.P.11+ years Filed as: C.S. MCKEE Service code 28 · EIN 25-1900687 | Investment Management | $100,054 |
ASB CAPITAL MANAGEMENT7 years Service code 28 · EIN 27-0185492 | Investment Management | $98,525 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 28 1720 SOLDIERS FIELD ROAD · BOSTON, MA 021351003 | Investment Management | $84,909 |
SIGULER GUFF ADVISERS, LLC4 years Filed as: SIGULER GUFF & COMPANY LP Service code 28 · EIN 13-3855630 | Investment Management | $75,952 |
VICTORY CAPITAL MANAGEMENT11+ years Service code 28 · EIN 34-0797057 | Investment Management | $52,017 |
MORGAN STANLEY SMITH BARNEY11+ years Service code 27 · EIN 13-2919773 | Advisory (Plan) | $50,000 |
GROSSMAN YANAK & FORD LLP8 years Service code 10 · EIN 25-1638525 | Accounting | $46,208 |
31 funds of $250K or more; 46 lines in all, holding $210M of the plan's $259M. From the 2025 filing. Recordkeeper: Benefit Fund Service.
| Fund | Dollars | % of funds% |
|---|---|---|
| Mutual Fund Shares Manager not matched · Mutual fund | $40.1M | 19.1% |
| Growth Index Non- Lending Fund Manager not matched · Collective trust Index | $35.3M | 16.8% |
| Credit Balance as of January 1, 2025 Manager not matched · Other | $34.1M | 16.2% |
| Value Index Non-Lending Fund Manager not matched · Collective trust Index | $27.8M | 13.2% |
| Exchange Traded Funds Manager not matched · Mutual fund | $19.9M | 9.4% |
| ASB Allegiance Real Estate Fund ASB Capital Management · Mutual fund | $10.0M | 4.8% |
| Trivalent Intl Small Cap Collective Victory Capital · Collective trust | $8.1M | 3.9% |
| U.S. Real Estate Investment Fund, LLC Manager not matched · Mutual fund | $7.1M | 3.4% |
| Siguler Guff Small Buyout Opportunities Fund V, LP Manager not matched · Mutual fund | $4.4M | 2.1% |
| Experience Gain 23 Manager not matched · Other | $3.9M | 1.9% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
David Weaver Acrisure 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.