Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
GOLDSTEIN AND PRICE, L.C.11+ years Service code 29 · EIN 32-0736088 | Legal | $107,775 |
ZENITH AMERICAN SOLUTIONS11+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $91,357 |
THE SEGAL COMPANY11+ years Service code 11 · EIN 13-1835864 | Actuarial | $58,187 |
M. J. MINTZ, P.C.11+ years Service code 29 · EIN 27-0134833 | Legal | $45,917 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $45,588 |
LOOMIS SAYLES11+ years Filed as: LOOMIS, SAYLES & CO Service code 28 · EIN 04-1554520 | Investment Management | $44,854 |
QUAN-VEST CONSULTANTS, INC.11+ years Filed as: QUAN-VEST CONSULTANTS Service code 70 · EIN 11-2559669 | Consulting Fees | $42,744 |
WEAVER AND TIDWELL, LLP2 years Filed as: WEAVER AND TIDWELL, L.L.P. Service code 10 · EIN 75-0786316 | Accounting | $18,750 |
CHUBB1 year Service code 23 · EIN 13-1963496 | Insurance services | $6,686 |
6 funds hold $47.7M of the plan's $69.4M. From the 2024 filing. Recordkeeper: Zenith American Solutions.
| Fund | Dollars | % of funds% |
|---|---|---|
| Loomis Sayles Intermediate Duration Fixed Income Trust Natixis IM · Collective trust | $15.9M | 33.4% |
| Vanguard Institutional Total Stock Market Index Fund Institutional Shares Vanguard · Mutual fund IndexPossible retail class A | $14.5M | 30.3% |
| Vanguard Value Index Fund Institutional Shares Vanguard · Mutual fund IndexPossible retail class A | $6.2M | 13.1% |
| Vanguard Cash Reserves Federal Money Market Fund Vanguard · Money market | $5.8M | 12.3% |
| Par/Maturity Insurance company separate accounts: Prisa SA Prudential (PGIM) · Insurance contract | $3.8M | 8.0% |
| CF Prudential Prisa II Prudential (PGIM) · Separate account | $1.4M | 3.0% |
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 |
|---|---|---|
Lissette Ortiz, Fca, Maaa Segal Schedule MB | Schedule MB | Pro |
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.