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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3 years Service code 15 · EIN 52-1590516 | Recordkeeping | $91,956 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $91,122 |
Filed as: REINHART, BOERNER, & VAN DEUREN Service code 29 · EIN 31-1126909 | Legal | $74,968 |
Filed as: ANDERS CPA & ADVISORS Service code 10 · EIN 43-6160912 | Accounting | $46,475 |
MILLIMAN, INC.3 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $46,376 |
2 funds hold $3.9M of the plan's $33.7M. From the 2025 filing. Recordkeeper: Zenith American Solutions.
| Fund | Dollars | % of funds% |
|---|---|---|
| First AM US Treas MM CL V Manager not matched · Money market | $3.1M | 80.0% |
| ASB Labor Equity Index Fund ASB Capital Management · Mutual fund Index | $785K | 20.0% |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.