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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PHOENIX BENEFIT ADMINISTRATORS, LLC Service code 13 · EIN 81-4000013 1000 WEST VALLEY ROAD, SUITE 405 · SOUTHEASTERN, PA 193991687 | Contract Administrator | $70,000 |
INVESTMENT PERFORMANCE SERVICES11+ years Service code 27 · EIN 58-2432390 12 PENNS TRAIL · NEWTOWN, PA 18940 | Advisory (Plan) | $50,000 |
THE MCKEOGH COMPANY11+ years Filed as: MCKEOGH COMPANY Service code 11 · EIN 23-3003375 FOUR TOWER BRIDGE SUITE 225 · WEST CONSHOHOCKEN, PA 19428 | Actuarial | $31,800 |
WEDGE CAPITAL MANAGEMENT4 years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 51 · EIN 56-1557450 301 COLLEGE STREET SUITE 3800 · CHARLOTTE, NC 28202 | Investment Mgmt Fees | $28,585 |
BACHELER & COMPANY PC3 years Service code 10 · EIN 23-2978066 400 SOUTH KINGS HIGHWAY · CHERRY HILL, NJ 06034 | Accounting | $22,262 |
MERANZE KATZ AND GAUDIOSO PC3 years Filed as: MERANZE KATZ & GAUDIOSO PC Service code 29 · EIN 23-2943773 121 SOUTH BROAD STREET 12TH FLOOR · PHILADELPHIA, PA 19107 | Legal | $20,000 |
Filed as: ARISTOTLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 95-4833644 11100 SANTA MONICA BLVD SUITE 1700 · LOS ANGELES, CA 90025 | Investment Management | $13,635 |
AMALGAMATED BANK10+ years Filed as: AMALGAMATED BANK (CUSTODIAN) Service code 19 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $9,989 |
Service code 28 · EIN 23-2891243 1205 WESTLAKES DRIVE SUITE 100 · BERWYN, PA 19312 | Investment Management | $9,472 |
8 funds of $250K or more; 9 lines in all, holding $22.3M of the plan's $38.7M. From the 2024 filing. Recordkeeper: Zenith American Solutions.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $6.3M | 28.1% |
| APC High Yield Bond Fund, LP Manager not matched · Other | $3.8M | 17.1% |
| U.S. Real Estate Investment Fund, LLC Manager not matched · Other | $3.5M | 15.5% |
| Grosvenor Institutional Partners, L.P. Manager not matched · Other | $3.0M | 13.7% |
| GCM Grosvenor Opp. Credit Fund, Ltd. Manager not matched · Other | $2.1M | 9.4% |
| Boyd Watterson GSA Fund, L.P. Manager not matched · Other | $1.9M | 8.7% |
| NewTower Trust Company Multi-Employer Property Trust Sun Life (BentallGreenOak) · Collective trust | $1.3M | 5.9% |
| JPMorgan 100% U.S. Treasury Securities Money Market Fund JPMorgan · Money market | $323K | 1.4% |
| Dreyfus Cash Management BNY · Money market | $36K | 0.2% |
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 |
|---|---|---|
Brian Hartsell The McKeogh Company Schedule MB | Schedule MB | 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.