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| Provider | Service type | Compensation |
|---|---|---|
STAIRWAY PARTNERS, LLC6 years Filed as: STAIRWAY PARTNERS Service code 27 · EIN 20-1164360 | Advisory (Plan) | $136,149 |
WILSON-MCSHANE CORPORATION9 years Filed as: WILSON-MSCHANE CORPORATION Service code 13 · EIN 41-0956552 | Contract Administrator | $88,278 |
UNITED ACTUARIAL SERVICES6 years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $25,500 |
BAUMAN ASSOCIATES8 years Filed as: BAUMAN ASSOCIATES, LTD Service code 10 · EIN 39-1277627 | Accounting | $14,460 |
ANDREW & BRANSKY, P.A1 year Filed as: ANDREW & POOLE, P.A Service code 29 · EIN 41-1502219 | Legal | $9,477 |
10 funds of $250K or more; 11 lines in all, holding $36.2M of the plan's $37.4M. From the 2025 filing. Recordkeeper: Wilson-mcshane.
| Fund | Dollars | % of funds% |
|---|---|---|
| Ishares TR Russell BlackRock · ETF Index | $7.5M | 20.7% |
| Ishares TR Core US Aggregate BD ETF Exchange-Traded Funds BlackRock · ETF Index | $6.5M | 17.8% |
| iShares Core S&P 500 ETF BlackRock · ETF Index | $6.2M | 17.2% |
| iShares Core MSCI EAFE ETF BlackRock · ETF | $5.1M | 14.1% |
| Vanguard Intl Equity Index FDS Ftse Europe ETF Vanguard · ETF Index | $3.0M | 8.2% |
| Ishares Inc Core MSCI Emerging Mkts ETF BlackRock · ETF | $2.7M | 7.5% |
| SPDR Index SHS FDS S&P Emerging Asia Pac ETF State Street (SSgA) · ETF Index | $1.8M | 5.0% |
| Ishares INC MSCI CDA ETF BlackRock · ETF | $1.5M | 4.0% |
| iShares Russell 2000 ETF BlackRock · ETF Index | $1.2M | 3.4% |
| iShares iBoxx $ High Yield Corporate Bond ETF BlackRock · ETF | $516K | 1.4% |
Covers 61,314 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 |
|---|---|---|
Kathyrn A. Garrity United Actuarial Services, Inc. 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.