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| Provider | Service type | Compensation |
|---|---|---|
EKON BENEFITS10+ years Service code 11 · EIN 43-1307863 4940 WASHINGTON BLVD. · ST LOUIS, MO 63108 | Actuarial | $74,214 |
MARQUETTE ASSOCIATES10+ years Service code 28 · EIN 43-6130272 180 N LASALLE ST · CHICAGO, IL 60601 | Investment Management | $34,167 |
SCHEFFEL BOYLE7 years Filed as: SCHEFFEL BOYLE CPAS Service code 10 · EIN 37-1206530 143 N KANSAS ST · EDWARDSVILLE, IL 62025 | Accounting | $22,400 |
THE SEGAL COMPANY6 years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 8403 COLESVILLE RD · SILVER SPRING, MD 20910 | Insurance Commissions | $16,464 |
BUSEY WEALTH MANAGEMENT6 years Service code 28 · EIN 37-0613731 100 WEST UNIVERSITY AVENUE · CHAMPAIGN, IL 61820 | Investment Management | $11,000 |
NATIONAL INVESTMENT SERVICES10+ years Service code 27 · EIN 80-0169634 777 E WISCONSIN AVENUE, SUITE 2350 · MILWAUKEE, WI 53202 | Advisory (Plan) | $9,571 |
HAMMOND AND SHINNERS, P.C.8 years Service code 29 · EIN 43-1429257 13205 MANCHESTER ROAD SUITE 210 · ST LOUIS, MO 63131 | Legal | $5,563 |
11 funds hold $24.0M of the plan's $26.5M. From the 2025 filing. Recordkeeper: Zenith American Solutions.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $9.7M | 40.5% |
| Hedge Funds: NIS Intermediate Fixed Income Fd, LLC Manager not matched · Mutual fund | $3.7M | 15.2% |
| Harding Loevner International Equity Portfolio Affiliated Managers Group · Mutual fund | $3.5M | 14.6% |
| Neuberger Option Strategy ETF Neuberger Berman · ETF Index | $1.8M | 7.5% |
| Vanguard Small-Cap Value Index Fund Vanguard · Mutual fund Index | $1.5M | 6.1% |
| Blackrock Multi-Asset Income Portfolio BlackRock · Mutual fund | $1.0M | 4.2% |
| Fidelity International Small Cap Fund Fidelity (FMR) · Mutual fund | $793K | 3.3% |
| Real Estate Investment Trusts: AFL-CIO Building Investment Trust (BIT) AFL-CIO Investment Trust · Other | $606K | 2.5% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund Index | $538K | 2.2% |
| Goldman Sachs Emerging Markets Equity Fund Goldman Sachs · Mutual fund | $534K | 2.2% |
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 |
|---|---|---|
Keith Kowalczyck Ekon Benefits Schedule MB | Schedule MB | 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.
The auditor signed off without reservation. This is the cleanest opinion.