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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICES Service code 28 · EIN 13-2638166 | Investment Management | $266,475 |
ZENITH AMERICAN SOLUTIONS10+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $168,031 |
WELLESLEY2 years Filed as: WELLESLEY MGT Service code 51 20 WILLIAM STREET #310 · WELLESLEY, MA 02481 | Investment Mgmt Fees | $73,836 |
ATLANTA CAPITAL MANAGEMENT2 years Filed as: ATLANTA CAPITAL MGT Service code 51 1075 PEACHTREE ST NE STE 2100 · ATLANTA, GA 30309 | Investment Mgmt Fees | $56,940 |
CHUBB2 years Filed as: CHUBB INSURANCE Service code 22 · EIN 13-1963498 | Insurance Broker | $24,043 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 94-1503999 | Actuarial | $16,458 |
KELLEY LAW GROUP2 years Service code 29 3800 N CENTRAL AVE STE 530 · PHOENIX, AZ 85012 | Legal | $15,098 |
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 | Accounting | $12,800 |
9 funds of $250K or more; 24 lines in all, holding $25.2M of the plan's $88.8M. From the 2025 filing. Recordkeeper: Zenith American Solutions.
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Strategic John Hancock (Manulife) · Mutual fund Possible retail class A | $9.9M | 39.5% |
| Catalyst.Millburn Hedged Manager not matched · Other | $4.3M | 16.9% |
| Mutual Funds Grant Park Multi Manager not matched · Mutual fund Possible retail class A | $4.2M | 16.6% |
| Cash Equivalents: Liquid Assets Govt Fund Manager not matched · Money market | $2.3M | 9.0% |
| BlackRock BlackRock · Mutual fund | $705K | 2.8% |
| Schwab Charles Corp Ohio Charles Schwab · Mutual fund Possible retail class A | $647K | 2.6% |
| SPDR Gold Shares ETF State Street (SSgA) · ETF | $593K | 2.4% |
| Texas Instruments Manager not matched · Other | $544K | 2.2% |
| Intl Business Mach Manager not matched · Other | $307K | 1.2% |
| Abbott Labs Manager not matched · Other | $223K | 0.9% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.