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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET BANK AND TRUST CO Service code 25 · EIN 04-1867445 | Directed Trustee | $25,000 |
6 funds of $250K or more; 7 lines in all, holding $22.5M of the plan's $28.7M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Group Long Corp Fixed Income Marsh McLennan (Mercer) · Collective trust | $9.4M | 41.6% |
| Mercer US Large Cap Passive Equity Marsh McLennan (Mercer) · Other Index | $6.8M | 30.3% |
| Mercer Non-US Core Equity Marsh McLennan (Mercer) · Other | $3.2M | 14.4% |
| Mercer Emerging Markets Equity Marsh McLennan (Mercer) · Other | $1.4M | 6.1% |
| Mercer US Small/Mid Cap Growth Equity Marsh McLennan (Mercer) · Other | $1.1M | 4.7% |
| Mercer Global Low Volatility Equity Marsh McLennan (Mercer) · Other | $529K | 2.3% |
| Short-term Investment Fund Manager not matched · Money market | $130K | 0.6% |
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 |
|---|---|---|
Staci James Mercer Schedule SB | Schedule SB | 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.