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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY9 years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $25,195 |
9 funds of $250K or more; 20 lines in all, holding $7.7M of the plan's $7.8M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Bond Index Fund Northern Trust · Mutual fund Index | $1.9M | 25.2% |
| Stock Index Fund Northern Trust · Mutual fund Index | $1.4M | 18.5% |
| International Equity Index Fund Northern Trust · Mutual fund Index | $548K | 7.2% |
| Causeway International Value Fund Causeway Capital · Mutual fund | $466K | 6.1% |
| NT Institutional International Equity Fund Northern Trust · Collective trust | $412K | 5.4% |
| State Street Global Natural Resource Exchange-Traded Fund State Street (SSgA) · Mutual fund | $339K | 4.4% |
| iShares Global Infrastructure ETF BlackRock · ETF Index | $321K | 4.2% |
| Shares of common collective trust funds: The Northern Trust Company Northern Trust · Collective trust | $258K | 3.4% |
| Northern Mid Cap Equity Index Fund Northern Trust · Mutual fund Index | $251K | 3.3% |
| iShares iBoxx $ Investment Grade Corporate Bond ETF BlackRock · ETF Index | $216K | 2.8% |
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighArtisan International Value Fund to Causeway International Value Fund | $392K to $466K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 71,410 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 |
|---|---|---|
Timothy Abramic, Ea, Maaa Futureplan by Ascensus Schedule SB | Schedule SB | 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.