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| Provider | Service type | Compensation |
|---|---|---|
FORMULA CORPORATION10+ years Service code 13 · EIN 41-1559435 | Contract Administrator | $218,218 |
RBC WEALTH MANAGEMENT6 years Service code 28 · EIN 40-1416330 | Investment Management | $181,700 |
ANCHOR CAPITAL ADVISORS LLC10+ years Service code 28 · EIN 04-2801194 | Investment Management | $157,812 |
FIDUCIARY MANAGEMENT, INC.10+ years Filed as: FIDUCIARY MANAGEMENT INC Service code 28 · EIN 39-1346018 | Investment Management | $140,596 |
Filed as: IVY INVESTMENT MANAGEMENT CO Service code 28 · EIN 03-0481447 | Investment Management | $139,730 |
MAIRS & POWER, INC.7 years Filed as: MAIRS & POWER INC Service code 28 · EIN 41-0844499 | Investment Management | $84,257 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $77,995 |
Filed as: CONESTOGA CAPITAL ADVISORS Service code 28 · EIN 23-3072906 | Investment Management | $45,231 |
BETTS & HAYES, LTD10+ years Service code 10 · EIN 41-1619880 | Accounting | $44,100 |
RBC GLOBAL ASSET MANAGEMENT7 years Filed as: RBC GLOBAL ASSET MANAGEMENT (U.S.) Service code 28 · EIN 41-1460668 | Investment Management | $34,980 |
37 funds of $250K or more; 75 lines in all, holding $96.3M of the plan's $227M. From the 2024 filing. Recordkeeper: Formula.
| Fund | Dollars | % of funds% |
|---|---|---|
| Investments Mutual funds Manager not matched · Mutual fund | $28.7M | 29.8% |
| AFL-CIO Housing Investment Trust AFL-CIO Investment Trust · Other | $8.7M | 9.1% |
| FMI Funds International Fund Manager not matched · Mutual fund | $8.3M | 8.6% |
| Tocqueville Int'l Equity CIT Cl A Manager not matched · Collective trust | $7.4M | 7.7% |
| JP Morgan 100% US Treasury Securities JPMorgan · Money market | $4.6M | 4.8% |
| iShares Russell 2000 ETF BlackRock · ETF Index | $4.6M | 4.7% |
| Nuveen Int'l Opportunity Fund Class I TIAA (Nuveen) · Mutual fund | $4.1M | 4.2% |
| Jpmorgan Chase & CO JPMorgan · Mutual fund | $2.2M | 2.3% |
| Vanguard Short-Term Corporate Bond ETF Vanguard · ETF Index | $1.9M | 1.9% |
| Nuveen Global Infastructure Fund Class TIAA (Nuveen) · Mutual fund | $1.7M | 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 |
|---|---|---|
David a Pazamickas Horizon Actuarial Services, LLC Schedule MB | Schedule MB | 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.