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| Provider | Service type | Compensation |
|---|---|---|
BAIRD INSURANCE SERVICES INC7 years Filed as: RW BAIRD Service code 28 · EIN 39-6037917 | Investment Management | $74,167 |
BENESYS, INC.10+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $36,250 |
CLIFTONLARSONALLEN LLP10+ years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $27,987 |
ASCENSUS LLC6 years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 | Legal | $13,433 |
BAIRD INSURANCE SERVICES INC4 years Filed as: BAIRD Service code 52 | Indirect Investment Fees | $0 |
BLACKROCK6 years Service code 52 | Indirect Investment Fees | $0 |
BLUEROCK4 years Service code 52 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: JP MORGAN Service code 52 | Indirect Investment Fees | $0 |
Filed as: SCHWAB Service code 52 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.7 years Filed as: VANGUARD Service code 52 | Indirect Investment Fees | $0 |
10 funds of $250K or more; 14 lines in all, holding $7.6M of the plan's $12.9M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Dreyfus General Government Securities Fund BNY · Mutual fund | $1.4M | 18.0% |
| Blackrock Strategic Income BlackRock · Mutual fund | $1.2M | 15.4% |
| Vanguard Short-Term Bond ETF Vanguard · ETF | $1.0M | 13.4% |
| Vanguard Real Estate Index Fund Vanguard · ETF Index | $867K | 11.4% |
| Exchange-Traded and Closed-End Funds: Jpmorgan Emerging Mkts Equity JPMorgan · Mutual fund | $569K | 7.5% |
| Vanguard Ftse Developed Markets ETF Vanguard · ETF Index | $546K | 7.2% |
| Schwab U.S. Dividend Equity ETF Charles Schwab · ETF | $533K | 7.0% |
| Vanguard High Dividend ETF Vanguard · ETF Index | $527K | 6.9% |
| Limited Liability Company: AMG Pantheon Fund LLC CL 1 Manager not matched · Mutual fund | $418K | 5.5% |
| Real Estate Manager not matched · Other | $325K | 4.3% |
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 |
|---|---|---|
Erika L. Creager, Ea, Maaa United Actuarial Services, Inc. Schedule MB | Schedule MB | Pro |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.