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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC1+ years Service code 11 · EIN 27-1175487 | Actuarial | $175,300 |
AON CONSULTING1+ years Service code 11 · EIN 22-2232264 | Actuarial | $77,306 |
Filed as: FIFTH THIRD BANK Service code 27 · EIN 31-0854434 | Advisory (Plan) | $52,063 |
MERCER1+ years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 20-3640590 | Advisory (Plan) | $51,729 |
Filed as: LEGAL & GENERAL INVESTMENT Service code 29 · EIN 20-8058531 | Legal | $49,873 |
8 funds hold $120M of the plan's $126M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Magnitude Manager not matched · Collective trust | $26.8M | 22.4% |
| PIMCO Long-Term Credit Bond Fund Institutional PIMCO (Allianz) · Mutual fund | $17.3M | 14.4% |
| Long Liability Treasury 2X CIT Fund Legal & General (LGIMA) · Collective trust | $15.3M | 12.8% |
| WCM Focused Global Growth Fund WCM Investment Management · Mutual fund | $14.3M | 11.9% |
| Private Debt Fund Manager not matched · Collective trust | $13.8M | 11.5% |
| Lion Properties Fund, LP Franklin Templeton · Collective trust | $12.4M | 10.4% |
| Global Equity Fund CIT Manager not matched · Collective trust | $10.1M | 8.5% |
| PIMCO Stocks Plus Long Duration ED PIMCO (Allianz) · Mutual fund | $9.8M | 8.2% |
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 |
|---|---|---|
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.