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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9 years Filed as: STRATEGIC CAPITAL INVEST ADVS., INC Service code 27 · EIN 36-4268991 | Advisory (Plan) | $53,500 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $44,479 |
MARY MCMULLIN7 years Service code 30 · EIN 36-6754873 | Employee (plan) | $37,036 |
JOHNSON & KROL, LLC10+ years Service code 29 · EIN 36-4342024 | Legal | $19,724 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $8,540 |
JIM HALLINAN PENSION CONSULTING LLC10+ years Filed as: JIM KLEMME Service code 10 8159 W. BRYN MAWR · CHICAGO, IL 606312940 | Accounting | $7,625 |
20 funds of $250K or more; 12 lines in all, holding $214M of the plan's $216M. From the 2024 filing. Recordkeeper: Bridgeway Benefit Technologies.
Target-date series: T. Rowe Price Retirement, mutual fund, 18% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Local 17 Stable Value Fund LO4205_SVF Manager not matched · Stable value Stable value | $53.3M | 24.9% |
| Vanguard Wellesley Income Fund Admiral Shares Vanguard · Mutual fund | $44.7M | 20.9% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $37.6M | 17.5% |
| Vanguard Total Stock Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $23.6M | 11.0% |
| Fidelity Small Cap Growth K6 Fund Fidelity (FMR) · Mutual fund | $14.0M | 6.5% |
| Ultra Fund R6 Class American Century · Mutual fund | $13.4M | 6.2% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund | $8.4M | 3.9% |
| T. Rowe Price Large-Cap Value Fund-I Class T. Rowe Price · Mutual fund | $6.6M | 3.1% |
| T. Rowe Price Small-Cap Value Fund, Inc. T. Rowe Price · Mutual fund | $4.8M | 2.2% |
| Baird Core Plus Bond Fund Institutional Baird · Mutual fund | $3.9M | 1.8% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.