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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC1+ years Service code 11 · EIN 27-1175487 | Actuarial | $140,927 |
AON CONSULTING1+ years Service code 11 · EIN 22-2232264 | Actuarial | $79,537 |
Filed as: LEGAL & GENERAL INVESTMENT Service code 27 · EIN 20-8058531 | Advisory (Plan) | $76,523 |
Filed as: FIFTH THIRD BANK Service code 27 · EIN 31-0854434 | Advisory (Plan) | $54,244 |
MERCER1+ years Filed as: MERCER INVESTMENT LLC Service code 27 · EIN 20-3640590 | Advisory (Plan) | $52,529 |
11 funds hold $116M of the plan's $117M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| PIMCO Long-Term Credit Bond Fund PIMCO (Allianz) · Mutual fund | $29.5M | 25.5% |
| Long Liability Corporate CIT Fund Legal & General (LGIMA) · Collective trust | $24.7M | 21.4% |
| Magnitude Manager not matched · Collective trust | $13.4M | 11.6% |
| WCM Focused Global Growth Fund WCM Investment Management · Mutual fund | $9.0M | 7.8% |
| Lion Properties Fund, LP Franklin Templeton · Collective trust | $8.4M | 7.2% |
| Private Debt Fund IV Manager not matched · Collective trust | $8.3M | 7.2% |
| Global Equity Fund CIT Manager not matched · Collective trust | $7.5M | 6.5% |
| PIMCO Stocks Plus Long Duration Fund PIMCO (Allianz) · Mutual fund | $6.0M | 5.2% |
| Long Liability Treasury 2X CIT Fund Legal & General (LGIMA) · Collective trust | $5.2M | 4.5% |
| Federated Hermes Government Obligations Fund Premier Shares Federated Hermes · Money market | $2.3M | 1.9% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Christopher G. Birch Aon Consulting, 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.