Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
QUAYLE CO. SECURITIES10+ years Service code 27 · EIN 38-2776937 | Advisory (Plan) | $41,551 |
Service code 10 · EIN 34-1316056 25000 CENTER RIDGE RD 8 · WESTLAKE, OH 44145 | Accounting | $18,340 |
Filed as: FUSCO GALLAGHER & PORCARO LLP Service code 29 · EIN 20-0467468 | Legal | $3,980 |
9 funds of $250K or more; 26 lines in all, holding $7.0M of the plan's $11.4M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| SPDR S&P 500 ETF IV State Street (SSgA) · ETF Index | $824K | 11.8% |
| iShares Core S&P 500 ETF IV BlackRock · ETF Index | $639K | 9.1% |
| Invesco S&P 500 Equal Weight ETF IV Invesco · ETF Index | $612K | 8.8% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $454K | 6.5% |
| Vanguard Mid-Cap Value Index Fund Vanguard · ETF | $365K | 5.2% |
| Publicly Traded Partnership Manager not matched · Other | $359K | 5.1% |
| PIMCO All Asset Fund Institutional PIMCO (Allianz) · Mutual fund | $271K | 3.9% |
| Invesco QQQ Trust Srs 1 ETF Invesco · ETF | $257K | 3.7% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $257K | 3.7% |
| Select Sector Utilties Select SPDR ETF State Street (SSgA) · ETF | $243K | 3.5% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
The auditor signed off without reservation. This is the cleanest opinion.