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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $232,292 |
MEKETA INVESTMENT GROUP10+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $71,000 |
TIC MIDWEST2 years Filed as: TIC MIDWEST ADMIN SOLUTIONS Service code 13 · EIN 93-4217445 | Contract Administrator | $43,568 |
CHEVY CHASE TRUST COMPANY10+ years Service code 19 · EIN 52-2037618 | Securities Custodian | $40,851 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $28,191 |
ASHER, GITTLER & D'ALBA, LTD.10+ years Service code 29 · EIN 36-2786883 | Legal | $11,722 |
AMALGAMATED BANK10+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $5,318 |
16 funds hold $139M of the plan's $143M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price International Stock Fund T. Rowe Price · Mutual fund | $21.8M | 15.6% |
| Kovitz Core Equity ETF Manager not matched · ETF | $14.8M | 10.6% |
| Carillon Reams Unconstrained Bond Fund Class I Raymond James · Mutual fund | $14.2M | 10.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $12.7M | 9.1% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $12.5M | 9.0% |
| Emerging Markets Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $11.3M | 8.1% |
| DoubleLine Total Return Bond Fund Class I DoubleLine · Mutual fund | $11.0M | 7.9% |
| Value of interest in registered investment companies Manager not matched · Other | $9.0M | 6.5% |
| Value of interest in common/collective trusts AQR Capital Management · Collective trust | $8.3M | 6.0% |
| High Income Fund Investor Class American Century · Mutual fund | $8.2M | 5.9% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.