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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1975125 101 N. WACKER DR, STE 500 · CHICAGO, IL 60606 | Actuarial | $65,664 |
AMERICAN REALTY ADVISORS10+ years Service code 28 · EIN 33-0123114 801 NORTH BRAND BLVD, STE 800 · GLENDALE, CA 91203 | Investment Management | $54,961 |
ILLINOIS NATIONAL BANK10+ years Service code 19 322 E CAPITAL · SPRINGFIELD, IL 62701 | Securities Custodian | $49,449 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 8403 COLESVILLE RD, 13TH FLOOR · SILVER SPRINGS, MD 20910 | Investment Management | $46,182 |
Service code 14 6405 METCALF AVE SUITE 200 · OVERLAND PARK, KS 66202 | Plan Administrator | $40,800 |
MARQUETTE ASSOCIATES10+ years Filed as: MARQUETTE ASSOCIATES INC. Service code 27 · EIN 36-3485298 180 N LASALLE ST, STE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $34,810 |
CALIBRE CPA GROUP PLLC10+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 7501 WISCONSIN AVE, STE 1200 WEST · BETHESDA, MD 20814 | Accounting | $24,326 |
CAVANAGH & O'HARA10+ years Filed as: CAVANAGH & O'HARA, LLP Service code 29 · EIN 37-1259635 407 EAST ADAMS · SPRINGFIELD, IL 62705 | Legal | $14,666 |
8 funds hold $58.7M of the plan's $61.2M. From the 2025 filing. Recordkeeper: TIC International.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $22.1M | 37.6% |
| Baird Funds International Bond Fund Baird · Mutual fund | $11.0M | 18.7% |
| Parametric Defensive Equity Fund Morgan Stanley · Other | $6.5M | 11.0% |
| American Core Realty Fund, LLC American Realty Advisors · Other | $4.9M | 8.3% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $4.4M | 7.5% |
| Invesco Intl Growth Trust - Class I Invesco · Collective trust | $4.1M | 6.9% |
| Ullico Infrastructure Tax-Exempt Fund Ullico · Other | $3.2M | 5.4% |
| Aristotle Funds Floating Rate Fund Aristotle · Mutual fund | $2.7M | 4.6% |
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 |
|---|---|---|
David W Macfadden Segal Consulting Schedule MB | Schedule MB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.