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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER10+ years Service code 28 290 WOODCLIFF DR · FAIRPORT, NY 14450 | Investment Management | $369,197 |
FISHER INVESTMENTS10+ years Service code 28 5525 NW FISHER CREEK DR · CAMAS, WA 98607 | Investment Management | $324,706 |
EARNEST PARTNERS, LLC10+ years Filed as: EARNEST PARTNERS Service code 28 1180 PEACHTREE ST NE · ATLANTA, GA 30309 | Investment Management | $271,063 |
IBEW LOCAL 38 FRINGE BENEFIT FUNDS10+ years Service code 13 · EIN 34-1381893 | Contract Administrator | $158,638 |
ASB CAPITAL MANAGEMENT6 years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $132,573 |
UMB FINANCIAL CORPORATION5 years Filed as: UMB FUND SERVICES Service code 28 235 W. GALENA ST · MILWAUKEE, WI 53212 | Investment Management | $107,065 |
THE SEGAL COMPANY5 years Filed as: SEGAL MACRO ADVISORS Service code 16 1111 SUPERIOR AVENUE · CLEVELAND, OH 44114 | Consulting | $102,667 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JP MORGAN CHASE BANK, N.A. Service code 28 270 PARK AVENUE · NEW YORK, NY 10172 | Investment Management | $99,913 |
NATIONAL REAL ESTATE ADVISORS, LLC10+ years Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 900 7TH STREET, NW · WASHINGTON, DC 20001 | Investment Management | $80,839 |
THE SEGAL COMPANY10+ years Filed as: SEGAL COMPANY Service code 11 1111 SUPERIOR AVENUE · CLEVELAND, OH 44114 | Actuarial | $65,914 |
4 funds hold $430M of the plan's $446M. From the 2025 filing. Recordkeeper: Bridgeway Benefit Technologies.
| Fund | Dollars | % of funds% |
|---|---|---|
| Common Collective Manager not matched · Collective trust | $283M | 65.7% |
| Current Interest Identity De Manager not matched · Other | $125M | 29.1% |
| Limited Partnership Manager not matched · Other | $20.5M | 4.8% |
| Money Market Manager not matched · Money market | $1.6M | 0.4% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
William Gitterman, FSA, Maaa, Ea Segal Schedule MB | Schedule MB | Pro |
Annual investment return is in the bottom quintile of the peer cohort.
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.