Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
NOVARA LAW GROUP, PLLC2 years Service code 29 · EIN 38-3763096 888 W BIG BEAVER STE 870 · TROY, MI 48084 | Legal | $117,294 |
COMERICA BANK8 years Filed as: COMERICA Service code 19 · EIN 42-1741646 411 W LAFAYETTE BLVD · DETROIT, MI 48226 | Securities Custodian | $100,505 |
CUNI, RUST & STRENK11+ years Filed as: CUNI, RUST, AND STRENK Service code 11 · EIN 31-1227755 4555 LAKE FOREST STE 620 · CINCINNATI, OH 452423760 | Actuarial | $72,325 |
MARQUETTE ASSOCIATES11+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 17 · EIN 36-3485298 180 N LASALLE ST STE 3500 · CHICAGO, IL 60601 | Pension Consulting | $65,000 |
BENESYS, INC.8 years Service code 13 · EIN 38-2383171 700 TOWER DR, STE. 300 · TROY, MI 48098 | Contract Administrator | $46,597 |
TITUS & URBANSKI, INC.7 years Service code 10 · EIN 34-1695540 3320 CENTRAL PARK WEST · TOLEDO, OH 43617 | Accounting | $26,100 |
Filed as: STEFANSKY, HOLLOWAY & NICHOLS Service code 10 · EIN 38-2388845 22260 HAGGERTY RD, STE350 · NORTHVILLE, MI 48167 | Accounting | $15,963 |
MACQUEEN INSURANCE GROUP3 years Filed as: MACQUEEN AND ASSOCIATES LLC Service code 22 · EIN 20-0495393 415 S WEST ST STE 350 · ROYAL OAK, MI 48067 | Insurance Broker | $6,075 |
18 funds of $250K or more; 20 lines in all, holding $290M of the plan's $301M. From the 2025 filing. Recordkeeper: Benesys.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $72.1M | 24.9% |
| Intermediate Funds Manager not matched · Mutual fund | $48.9M | 16.9% |
| Market Index Manager not matched · Mutual fund Index | $26.1M | 9.0% |
| Vanguard Total Int ST Index-Is Vanguard · Mutual fund Index | $22.6M | 7.8% |
| Parametric Definsive Equity Fund Morgan Stanley · Mutual fund | $15.3M | 5.3% |
| Artisan International Growth Trust Tier | Artisan Partners · Other | $14.4M | 5.0% |
| IFM Global Infrastructure Manager not matched · Other | $12.9M | 4.4% |
| Grosvenor Institutional Partners Manager not matched · Other | $11.3M | 3.9% |
| 2025 DFA Emerging Mkts Core Equity Dimensional · Mutual fund | $10.0M | 3.4% |
| Housing Investment Trust AFL-CIO Investment Trust · Other | $9.8M | 3.4% |
Added 3 funds, dropped 3 funds.
| Fund | Year-end value |
|---|---|
| AddedIntermediate Funds | $48.9M |
| DroppedIR&M Intermediate Fund LLC | $41.0M |
| AddedMarket Index | $26.1M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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 |
|---|---|---|
Allen L Pauly Cuni Rust and Strenk Schedule MB | Schedule MB | 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.