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| Provider | Service type | Compensation |
|---|---|---|
BERRY & CO., CPA'S LTD7 years Service code 10 · EIN 88-0400174 | Accounting | $41,906 |
Service code 29 · EIN 26-1367865 | Legal | $37,136 |
WILSON-MCSHANE CORPORATION6 years Filed as: WILSON MCSHANE CORP Service code 10 · EIN 41-0956552 | Accounting | $33,500 |
GLOBAL TRUST COMPANY6 years Service code 21 · EIN 26-3761443 | Bank Trustee | $14,483 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 13-2646110 | Pension Consulting | $11,801 |
PRINCIPAL FINANCIAL GROUP4 years Filed as: PRINCIPAL TRUST CO. Service code 19 · EIN 51-0099493 | Securities Custodian | $8,522 |
3 funds of $250K or more; 4 lines in all, holding $30.1M of the plan's $30.7M. From the 2024 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| TCW Metwest Total Return Bond Fund TCW · Mutual fund | $16.8M | 55.7% |
| Vanguard Total World Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $11.6M | 38.6% |
| Intercontinental Enhanced Core U.S. Real Estate Income Fund Class O Manager not matched · Collective trust | $1.6M | 5.3% |
| Cash Equivalents Allspring Treasury Plus Money Market Inst 793 - interest Allspring · Money market | $129K | 0.4% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.