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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 20-0188125 | Contract Administrator | $139,268 |
SEGALL BRYANT & HAMILL9 years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 35-2679129 | Investment Management | $59,067 |
CALIBRE CPA GROUP PLLC8 years Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 | Accounting | $55,854 |
LANER MUCHIN9 years Filed as: LANER, MUCHIN LTD. Service code 10 · EIN 36-3088463 | Accounting | $18,378 |
AMALGAMATED BANK3 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $13,754 |
BOND BROTHERS3 years Filed as: BOND BROTHERS & CO. INC Service code 36 · EIN 36-2433269 | Copying and duplicating | $7,227 |
3 funds of $250K or more; 10 lines in all, holding $1.2M of the plan's $16.1M. From the 2025 filing. Recordkeeper: Benfits Management Group.
| Fund | Dollars | % of funds% |
|---|---|---|
| Wailing address incluoe }oom. apt., suite no. and street. or P.O. Box) Manager not matched · Other | $484K | 38.9% |
| Goldman Financial Square Treas Obligations Shori-lerm investment Goldman Sachs · Money market | $382K | 30.7% |
| JAY Manager not matched · Other | $250K | 20.1% |
| Filme Mullitamily Series K146 Cl Manager not matched · Other | $32K | 2.6% |
| Fhime Mullifamily Structured Manager not matched · Other | $31K | 2.5% |
| Verizon Master Trusi Series 24-6 Manager not matched · Other | $20K | 1.6% |
| Cap One Mulli-Assel Exe Trusl Manager not matched · Other | $15K | 1.2% |
| Morlgage backed securily Manager not matched · Other | $13K | 1.1% |
| Daimier Trucks Retail Trust Series Manager not matched · Other | $11K | 0.9% |
| John Deere Owner Tt 2 Ser 23-B Manager not matched · Other | $6K | 0.4% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.