Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.10+ years Service code 13 3660 STUTZ DRIVE, STE 101 · CANFIELD, OH 44406 | Contract Administrator | $42,150 |
MARINER WEALTH ADVISORS, LLC2 years Filed as: MARINER INSTITUTIONAL, LLC Service code 16 531 W MORSE BLVD STE 200 · WINTER PARK, FL 32789 | Consulting | $37,000 |
THE HORTON GROUP3 years Service code 11 10320 ORLANDO PKWY · ORLAND PARK, IL 60467 | Actuarial | $36,000 |
NEWPORT INVESTMENTS1 year Filed as: NEWPORT INVESTMENT ADVISORS INC Service code 27 23775 COMMERCE PARK · BEACHWOOD, OH 44122 | Advisory (Plan) | $34,523 |
AMERICAN REALTY ADVISORS7 years Service code 28 515 S FLOWER ST · LOS ANGELES, CA 90071 | Investment Management | $29,341 |
YURCHYK & DAVIS CPA'S, INC.11+ years Filed as: YURCHYK & DAVIS CPA'S, INC Service code 10 3701 BOARDMAN CANFIELD RD · CANFIELD, OH 44406 | Accounting | $22,470 |
NATIONAL REAL ESTATE ADVISORS, LLC11+ years Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 900 7TH STREET, NW · WASHINGTON, DC 20001 | Investment Management | $18,123 |
Service code 29 20445 EMERALD PARKWAY · CLEVELAND, OH 44135 | Legal | $17,506 |
PNC BANK, N.A.11+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 19 300 FIFTH AVENUE · PITTSBURGH, PA 15222 | Securities Custodian | $8,571 |
15 funds of $250K or more; 16 lines in all, holding $47.5M of the plan's $49.4M. From the 2025 filing. Recordkeeper: Benesys.
| Fund | Dollars | % of funds% |
|---|---|---|
| Ibew-Neca Equity Index Fund Manager not matched · Collective trust Index | $20.6M | 43.4% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $8.6M | 18.2% |
| Eupac Fund Capital Group · Mutual fund | $3.3M | 7.0% |
| Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund | $3.1M | 6.6% |
| Trust American Core Realty Fund Commingled Fund American Realty Advisors · Collective trust | $2.7M | 5.7% |
| U.S. Small Cap Portfolio Dimensional · Mutual fund | $1.8M | 3.8% |
| Indure Fund Manager not matched · Collective trust | $1.6M | 3.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 3.0% |
| Eaton Vance Strategic Income Fund Class I Morgan Stanley · Mutual fund | $964K | 2.0% |
| Eaton Vance Emerging Markets Dbt Opps I Morgan Stanley · Mutual fund | $780K | 1.6% |
Added 10 funds, dropped 8 funds.
| Fund | Year-end value |
|---|---|
| AddedTrust American Core Realty Fund Commingled Fund | $2.7M |
| AddedIndure Fund | $1.6M |
| AddedFidelity Mid Cap Index Fund | $1.4M |
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Matt Klein Acrisure 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.