Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
AMALGA TRUST10+ years Service code 19 · EIN 36-6228122 | Securities Custodian | $40,644 |
ANDERS MINKLER HUBER & HELM LLP10+ years Service code 10 · EIN 43-0831507 | Accounting | $30,513 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 23 · EIN 46-0619194 | Direct payment from the plan; Insuran... | $12,139 |
24 funds hold $531K of the plan's $6.1M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fannie MAE Pool FN FS Manager not matched · Other | $56K | 10.6% |
| Fannie MAE Pool FN FS59095 Manager not matched · Other | $49K | 9.2% |
| Fannie MAE Pool FN MA Manager not matched · Other | $48K | 9.1% |
| Freddie MAC FR SD Manager not matched · Other | $38K | 7.2% |
| Brixmor Property Trust Manager not matched · Other | $32K | 6.1% |
| Pfizer Invt Manager not matched · Other | $29K | 5.5% |
| Americold Realty Trust Manager not matched · Other | $28K | 5.2% |
| Duke Energy Carolinas Manager not matched · Other | $25K | 4.6% |
| Duke Energy Florida Manager not matched · Other | $21K | 3.9% |
| US Bancorp Manager not matched · Other | $20K | 3.8% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.