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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT7 years Filed as: RBC CAPITAL MARKETS LLC Service code 28 · EIN 40-1416330 60 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $183,250 |
FORMULA CORPORATION11+ years Service code 13 · EIN 41-1559435 | Contract Administrator | $153,010 |
ANCHOR CAPITAL ADVISORS LLC8 years Service code 28 · EIN 04-2801194 | Investment Management | $111,425 |
Filed as: HORIZON ACRUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $110,584 |
Filed as: IVY INVESTMENT MANAGEMENT CO Service code 28 · EIN 03-0481447 | Investment Management | $62,430 |
FIDUCIARY MANAGEMENT, INC.8 years Filed as: FIDUCIARY MANAGEMENT INC Service code 28 · EIN 39-1346018 | Investment Management | $55,637 |
JBK CONSULTING LLC1 year Service code 15 3011 EARL RUDDER FRWY SOUTH · COLLEGE STATION, TX 77845 | Recordkeeping | $39,277 |
THOMAS M HUGHES, LTD11+ years Service code 29 · EIN 41-0991071 | Legal | $30,480 |
BETTS & HAYES, LTD11+ years Service code 10 · EIN 41-1619880 | Accounting | $28,719 |
Filed as: GW&K INVESTMENT MANAGEMENT Service code 28 · EIN 80-0250512 | Investment Management | $18,265 |
2 funds of $250K or more; 6 lines in all, holding $94.3M of the plan's $97.1M. From the 2024 filing. Recordkeeper: Formula.
| Fund | Dollars | % of funds% |
|---|---|---|
| NET Assets Available FOR Benefits Manager not matched · Other | $93.8M | 99.5% |
| Other current assets: Employer contributions receivable Manager not matched · Other | $328K | 0.3% |
| Accrued interest Manager not matched · Other | $70K | <0.1% |
| Due to Twin Cities Bakery Drivers Health and Welfare Fund Manager not matched · Mutual fund | $40K | <0.1% |
| Prepaid expenses Manager not matched · Other | $19K | <0.1% |
| Property and equipment Office furniture, fixtures and equipment Manager not matched · Other | $10K | <0.1% |
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 |
|---|---|---|
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.