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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT6 years Filed as: RBC CAPITAL MARKETS LLC Service code 28 · EIN 40-1416330 60 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $24,108 |
FIDUCIARY MANAGEMENT, INC.10+ years Filed as: FIDUCIARY MANAGEMENT, INC Service code 28 · EIN 39-1346018 100 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Investment Management | $17,900 |
MAIRS & POWER, INC.10+ years Filed as: MAIRS & POWER, INC Service code 28 · EIN 41-0844499 332 MINNESOTA ST · ST PAUL, MN 55101 | Investment Management | $15,506 |
Filed as: GW&K INVESTMENT MANAGEMENT Service code 28 · EIN 80-0250512 | Investment Management | $7,633 |
9 funds of $250K or more; 34 lines in all, holding $11.0M of the plan's $19.8M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares Russell 2000 Growth ETF BlackRock · ETF Index | $2.0M | 18.2% |
| MidCap Account (Instl) Principal · Mutual fund | $1.9M | 16.9% |
| Vanguard Short-Term Bond Index Fund Vanguard · Mutual fund Index | $1.8M | 16.7% |
| Nuveen Invst Global Infrastructure TIAA (Nuveen) · Mutual fund | $1.2M | 10.7% |
| FMI Funds International Fund Manager not matched · Mutual fund | $853K | 7.7% |
| Nuveen International Opportunities Fund TIAA (Nuveen) · Mutual fund | $798K | 7.2% |
| Nuveen Invst Real Estate Secs Fund TIAA (Nuveen) · Mutual fund | $702K | 6.4% |
| iShares Russell 2000 ETF BlackRock · ETF Index | $361K | 3.3% |
| iShares Core MSCI Emerging Markets ETF BlackRock · ETF Index | $277K | 2.5% |
| Schwab Charles Corp New Charles Schwab · Mutual fund | $201K | 1.8% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Anthony L. Urdahl Usi Consulting Group Schedule SB | Schedule SB | Pro |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.