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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.11+ years Filed as: PNC BANK NATIONAL ASSOCIATION Service code 28 · EIN 22-1146430 | Investment Management | $10,669 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 11 · EIN 36-4291971 3600 AMERICAN BLVD WEST, SUITE 500 · BLOOMINGTON, MN 55431 | Actuarial | $5,625 |
2 funds of $250K or more; 5 lines in all, holding $2.1M of the plan's $3.8M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Long-term Invest Gr Fd Vanguard · Mutual fund | $1.4M | 64.8% |
| Vanguard Intermediate Term Investment Vanguard · Mutual fund | $449K | 21.4% |
| Vanguard Long-Term Treasury Fund Vanguard · Mutual fund | $160K | 7.6% |
| Government Portfolio Institutional Class Fidelity (FMR) · Mutual fund | $89K | 4.2% |
| Vanguard Intermediate-Term Treasury Fund Vanguard · Mutual fund | $43K | 2.0% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.