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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY5 years Filed as: SEGAL Service code 11 101 NORTH WACKER DRIVE · CHICAGO, IL 606061724 | Actuarial | $76,945 |
BMO HARRIS BANK NA10+ years Filed as: BMO HARRIS BANK Service code 19 · EIN 36-2085229 | Securities Custodian | $12,992 |
13 funds hold $12.9M of the plan's $13.2M. From the 2025 filing. Recordkeeper: BMO.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.2M | 24.7% |
| Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares Vanguard · Mutual fund | $1.5M | 11.8% |
| Vanguard Long Term Invmt Grade Admr Vanguard · Mutual fund | $1.2M | 9.4% |
| Dodge & Cox International Stock Fund CI I Dodge & Cox · Mutual fund | $1.2M | 9.2% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $1.1M | 8.7% |
| Vanguard Long-Term Treasury Fund Admiral Shares Vanguard · Mutual fund | $838K | 6.5% |
| Nomura Small Cap Value Fund Institutional Class Macquarie / Nomura · Mutual fund | $668K | 5.2% |
| DWS Rreef Real Assets Fund Class R6 DWS · Mutual fund | $668K | 5.2% |
| Conestoga Small Cap Fund Manager not matched · Mutual fund | $655K | 5.1% |
| PIMCO RAE Emerging Markets Fund PIMCO (Allianz) · Mutual fund | $516K | 4.0% |
Covers 60,908 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 |
|---|---|---|
Geoff Bridges, FSA, Maaa Segal Consulting Schedule SB | Schedule SB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.