Filings through .
Filed September 7, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MFA INCORPORATED11+ years Service code 30 · EIN 43-0415080 | Other services; Employee (plan); Copy... | $153,744 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $88,275 |
AON CONSULTING11+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $82,350 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY, LLP Service code 10 · EIN 30-1413443 | Accounting | $20,606 |
PENSION CONSULTANTS, INC.11+ years Filed as: PENSION CONSULTANTS Service code 27 · EIN 43-1685158 | Advisory (Plan) | $14,399 |
SPENCER FANE LLP3 years Filed as: SPENCER FANE, LLP Service code 29 · EIN 44-0561981 | Legal | $532 |
11 funds hold $141M of the plan's $169M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard MrtgBack Sec Index Inst Vanguard · Mutual fund Index | $28.2M | 20.0% |
| Allspring Special LC Val R6 Allspring · Mutual fund | $21.8M | 15.5% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund | $19.8M | 14.0% |
| Artisan High Income Fund Artisan Partners · Mutual fund | $13.2M | 9.4% |
| Johcm Intl Opport Fd Instl Manager not matched · Other | $11.6M | 8.3% |
| R6 J.P. Morgan Undiscovered Managers JPMorgan · Mutual fund | $11.4M | 8.1% |
| Emerald Growth Institutional Manager not matched · Other | $8.7M | 6.2% |
| Allspring Special Mid Cap Value Fund Allspring · Mutual fund | $8.2M | 5.8% |
| Cohen & Steers Real Estate Cohen & Steers · Mutual fund | $8.1M | 5.7% |
| Fidelity Mid Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $6.3M | 4.5% |
Added 3 funds, dropped 3 funds.
| Fund | Year-end value |
|---|---|
| AddedVanguard MrtgBack Sec Index Inst | $28.2M |
| AddedAllspring Special LC Val R6 | $21.8M |
| DroppedFidelity Large Cap Value Index Fund | $19.5M |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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 |
|---|---|---|
Nathan Schilly 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.