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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Service code 11 · EIN 53-0181291 | Actuarial | $947,518 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON INVESTMENT SERVICE IN Service code 27 · EIN 52-1868818 | Advisory (Plan) | $279,265 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $129,242 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 21 · EIN 94-3112180 | Bank Trustee | $49,619 |
WEST & COMPANY, LLC1+ years Filed as: WEST & COMPANY LLC Service code 10 · EIN 37-0980065 | Accounting | $21,400 |
16 funds hold $452M of the plan's $456M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| CF Wtw Diversified Equity Fund CL Z WTW · Collective trust | $185M | 41.0% |
| WTW GT Diversified Credit Fund WTW · Mutual fund | $67.0M | 14.8% |
| Wtw Real Assets Fund, L.p WTW · Mutual fund | $65.8M | 14.6% |
| CF WTW Liquid Diversifiers Fund LTD. Series Z Shares Initial Shares WTW · Collective trust | $30.4M | 6.7% |
| Blackrock Tsy US 25+Yr Key Rate BlackRock · Collective trust | $25.4M | 5.6% |
| CF Blackrock TSY U.S. 15 YR Key Rate BlackRock · Collective trust | $16.0M | 3.5% |
| CF Blackrock TSY U.S. 10 YR Key Rate BlackRock · Collective trust | $12.7M | 2.8% |
| Funds: CF Blackrock TSY U.S. 20 YR Key Rate BlackRock · Collective trust | $12.6M | 2.8% |
| Private Investment Funds: Lombard/Securis QP GVA Manager not matched · Mutual fund | $9.1M | 2.0% |
| Collective Short-Term Investments Fund Manager not matched · Collective trust | $8.3M | 1.8% |
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 |
|---|---|---|
Louis Palacios Willis Towers Watson US LLC 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.