Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER (US) LLC Service code 11 · EIN 13-2834414 | Actuarial | $242,555 |
THE SEGAL COMPANY7 years Filed as: SEGAL ADVISORS INC. Service code 51 · EIN 13-2646110 | Investment Mgmt Fees | $91,391 |
DELOITTE & TOUCHE LLP3 years Service code 10 · EIN 13-3891517 | Accounting | $64,501 |
BANK OF AMERICA8 years Filed as: BANK OF AMERICA, N.A. Service code 21 · EIN 94-1687665 | Bank Trustee | $15,401 |
5 funds hold $30.6M of the plan's $33.0M. From the 2025 filing. Recordkeeper: Bank of America (Merrill).
| Fund | Dollars | % of funds% |
|---|---|---|
| Marco Group Trust Fixed Income Manager not matched · Collective trust | $16.5M | 53.8% |
| Marco Group Trust Equity Manager not matched · Collective trust | $8.3M | 27.0% |
| Baird Short-Term Bond Fund Baird · Mutual fund | $3.5M | 11.5% |
| US Real Estate Investment Fund Manager not matched · Other | $1.5M | 4.9% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund Index | $881K | 2.9% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedU.S. Real Estate Investment Fund, LLC | $3.0M |
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 |
|---|---|---|
Nicole Graham Mercer Schedule SB | Schedule SB | Pro |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.