Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
COMERICA BANK11+ years Service code 18 · EIN 42-1741646 411 W. LAFAYETTE AVE. · DETROIT, NY 48226 | Custodial (other than securities); Cu... | $61,401 |
UBS FINANCIAL SERVICES INC11+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICANS · NEW YORK, NY 10019 | Advisory (Plan) | $38,802 |
CBIZ INVESTMENT ADVISORY SERVICES10+ years Filed as: CBIZ Service code 11 · EIN 31-1582098 1845 WALNUT STREET, 10TH FLOOR · PHILADELPHIA, PA 19103 | Actuarial | $25,275 |
2 funds of $250K or more; 3 lines in all, holding $23.9M of the plan's $24.0M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Comerica Short Term Fund Manager not matched · Mutual fund | $23.6M | 98.8% |
| Infinity Q Diversified Alpha Fund-Inv Reagan Total Return Income Fund Manager not matched · Mutual fund | $296K | 1.2% |
| Group Nbr A8-8896 Gold Pool Reagan Total Return Income Fund Manager not matched · Collective trust | $374 | <0.1% |
Dropped 13 funds. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedVanguard Growth Index Fund Investor Shares | $5.2M |
| DroppedVanguard Value Vipers Index Fund | $4.6M |
| DroppedPIMCO Income Fund | $1.8M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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 |
|---|---|---|
David B. Reid Cbiz Schedule SB | Schedule SB | Pro |
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.
The auditor signed off without reservation. This is the cleanest opinion.