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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 4333 EDGEWOOD RD NE · CEDAR RAPIDS, IA 52499 | Actuarial | $0 |
13 funds hold $24.2M of the plan's $24.5M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| Prudential Core Plus Bond I5 Prudential (PGIM) · Collective trust | $8.6M | 35.4% |
| Vanguard Long-Term Treasury Fund Admiral Shares Vanguard · Mutual fund | $4.1M | 16.8% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $1.6M | 6.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 6.7% |
| T. Rowe Price All-Cap Opportunities Fund-I Class T. Rowe Price · Mutual fund | $1.6M | 6.6% |
| Victory Trivalent International Small-Cap Fund Class R6 Victory Capital · Mutual fund | $1.0M | 4.3% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $1.0M | 4.2% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $1.0M | 4.2% |
| Lord Abbett Short Duration Income Fund Class R6 Lord Abbett · Mutual fund | $983K | 4.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $857K | 3.5% |
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changePrudential Core Plus Bond I2 to Prudential Core Plus Bond I5 | $6.0M to $8.6M |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Daniel L. Homan Creative Planning Instl Consulting 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.