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 |
|---|---|---|
EVERHART ADVISORS4+ years Service code 28 2 PRESTIGE PLACE · MIAMISBURG, OH 45342 | Investment Management | $29,820 |
Service code 11 25 MERCHANT STREET · CINCINNATI, OH 45246 | Actuarial | $9,500 |
7 funds of $250K or more; 16 lines in all, holding $5.6M of the plan's $7.2M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Lord Abbett Short Duration Income Fund Lord Abbett · Mutual fund | $1.1M | 19.7% |
| Lord Abbett Bond Debenture Fund Inc Lord Abbett · Mutual fund | $843K | 15.2% |
| Vanguard Morningstar Value ETF Vanguard · ETF Index | $639K | 11.5% |
| PIMCO Income Fund PIMCO (Allianz) · Mutual fund | $562K | 10.1% |
| Janus Henderson Multi-Sector Income Fund Janus Henderson · Mutual fund | $562K | 10.1% |
| Vanguard Morningstar Growth ETF Vanguard · ETF Index | $283K | 5.1% |
| Vanguard Total Bond Market Index Fund Vanguard · Mutual fund Index | $281K | 5.1% |
| Vanguard Morningstar Small-Cap Growth Index Fund Vanguard · Mutual fund Index | $224K | 4.0% |
| U.S. Small Cap Value Portfolio Dimensional · Mutual fund | $199K | 3.6% |
| New Perspective Fund Capital Group · Mutual fund | $170K | 3.1% |
No lineup changes between the 2024 and 2025 filings.
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 71,410 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 |
|---|---|---|
Andrea R. Mutters McHenry Advisers, Inc. Schedule SB | Schedule SB | Pro |
The auditor signed off without reservation. This is the cleanest opinion.