Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
COMERICA BANK11+ years Service code 19 · EIN 42-1741646 411 W.LAFAYETTE AVE. · DETROIT, MI 48226 | Securities Custodian | $6,293 |
3 funds of $250K or more; 7 lines in all, holding $3.5M of the plan's $3.6M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Baird Aggregate Bond Fund Baird · Mutual fund | $1.3M | 38.0% |
| Mutual Funds Victory Cemp US 500 Volatility Fund Victory Capital · Mutual fund | $1.3M | 36.0% |
| Victory Trivalent International Fund - Core Equity Victory Capital · Mutual fund | $353K | 10.2% |
| Victory Integrity Small-Cap Value Fund Victory Capital · Mutual fund | $173K | 5.0% |
| Victory RS Mid Cap Growth Fund Victory Capital · Mutual fund | $166K | 4.8% |
| Victory Integrity Mid-Cap Value Fund Victory Capital · Mutual fund | $143K | 4.1% |
| Victory RS Small Cap Growth Fund Victory Capital · Mutual fund | $65K | 1.9% |
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighVictory Core Bond Fund, formerly Victory Total Return Bond Fund to Baird Aggregate Bond Fund | $1.2M to $1.3M |
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
Michael Ferzola Mercer, Inc. Schedule SB | Schedule SB | 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.