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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3 years Filed as: THE SEGAL GROUP, INC. Service code 11 101 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $91,870 |
TIC MIDWEST1 year Filed as: TIC MIDWEST, LLC Service code 13 · EIN 93-4217445 | Contract Administrator | $74,520 |
CLIFTONLARSONALLEN LLP9 years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $55,748 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK CITY, NY 10036 | Advisory (Plan) | $52,244 |
CAVANAGH & O'HARA9 years Filed as: CAVANAGH & O'HARA LLP Service code 29 · EIN 26-1688286 | Legal | $23,787 |
ENVISION INSURANCE GROUP3 years Service code 50 1616 W. PIONEER PARKWAY · PEORIA, IL 61615 | Direct Payment | $16,645 |
12 funds hold $16.2M of the plan's $16.6M. From the 2025 filing. Recordkeeper: Capital Group.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Value ETF Vanguard · ETF | $3.1M | 19.1% |
| Vanguard Growth ETF Vanguard · ETF | $2.7M | 16.6% |
| iShares Core U.S. Aggregate Bond ETF BlackRock · ETF | $2.6M | 15.8% |
| Vanguard Developed Markets Index Fund Vanguard · Mutual fund | $2.2M | 13.7% |
| Lord Abbett Short Duration Lord Abbett · Mutual fund | $1.3M | 7.9% |
| iShares S&P Midcap 400 Growth Index BlackRock · ETF Index | $760K | 4.7% |
| Exchange-Traded Funds: Ishares Core S&P Small Cap BlackRock · ETF | $737K | 4.6% |
| Vanguard Ftse Emerging Markets Vanguard · Mutual fund | $729K | 4.5% |
| Calamos Market Neutral Fund Manager not matched · Mutual fund | $672K | 4.1% |
| Invesco U.S. Government Money Portfolio (Premium) Invesco · Mutual fund | $510K | 3.1% |
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 |
|---|---|---|
Benjamin Holle, Maaa Segal Schedule MB | Schedule MB | Pro |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.