Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 28 3815 RIVER CROSSING PARKWAY, ST 200 · INDIANAPOLIS, IN 46240 | Investment Management | $413,142 |
PARAMOUNT HEALTH11+ years Service code 10 · EIN 48-4748860 | Accounting | $39,000 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $38,223 |
PILE CPAS2 years Service code 10 · EIN 35-0865680 ONE INDIANA SQUARE, SUITE 1200 · INDIANAPOLIS, IN 46204 | Accounting | $34,800 |
Service code 16 3700 KOPPERS ST STE 400 · BALTIMORE, MD 21227 | Consulting | $31,093 |
LEDBETTER PARTNERS LLC2 years Filed as: LEDBETTER PARTNERS, LLC Service code 29 · EIN 03-0599899 | Legal | $15,923 |
UNITED ACTUARIAL SERVICES11+ years Service code 11 · EIN 35-2156428 | Actuarial | $0 |
41 funds of $250K or more; 46 lines in all, holding $52.0M of the plan's $101M. From the 2024 filing. Recordkeeper: Charles Schwab.
| Fund | Dollars | % of funds% |
|---|---|---|
| SPDR Portfolio Dvlpd Wrld Ex-Us ETF State Street (SSgA) · ETF Index | $5.1M | 9.8% |
| Schwab International Equity ETF Charles Schwab · ETF IndexRecordkeeper's own fund | $5.1M | 9.8% |
| Vanguard High Dividend Yield Index Fund ETF Shares Vanguard · ETF Index | $2.6M | 5.0% |
| Vanguard International High Dividend Yield Index Fund ETF Shares Vanguard · ETF Index | $2.6M | 5.0% |
| Legg Msn Intrnt LW V Manager not matched · Mutual fund | $2.6M | 4.9% |
| Schwab Emerging Markets Equity ETF Charles Schwab · ETF IndexRecordkeeper's own fund | $2.5M | 4.9% |
| Vanguard Mega Cap Value Index Fund ETF Shares Vanguard · ETF Index | $2.5M | 4.9% |
| Vanguard Total Bond Market Index Fund ETF Shares Vanguard · ETF Index | $1.8M | 3.4% |
| Vanguard Mega Cap Index Fund ETF Shares Vanguard · ETF Index | $1.4M | 2.7% |
| Schwab U.S. Large-Cap ETF Charles Schwab · ETF IndexRecordkeeper's own fund | $1.4M | 2.6% |
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 |
|---|---|---|
Ericka 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.