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| Provider | Service type | Compensation |
|---|---|---|
SAVASTA AND COMPANY, INC.10+ years Service code 11 · EIN 13-3879959 | Actuarial | $20,000 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER & TIDWELL, LLC Service code 10 · EIN 75-0786316 | Accounting | $19,550 |
ROBERT H. BOGUCKI, P.C.10+ years Service code 29 · EIN 13-3397205 | Legal | $12,000 |
Service code 28 · EIN 26-1889409 | Investment Management | $10,612 |
ILA LOCAL UNION 18141 year Service code 49 · EIN 11-1738438 201 EDWARD CURRY AVENUE · STATEN ISLAND, NY 10314 | Other Services | $10,479 |
5 funds hold $255K of the plan's $2.2M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF State Street (SSgA) · ETF Index | $112K | 43.8% |
| SPDR S&P 500 Trust State Street (SSgA) · ETF Index | $39K | 15.1% |
| Goldman Sachs Group Inc Com Goldman Sachs · Mutual fund | $38K | 15.0% |
| International Business Machs Manager not matched · Other | $35K | 13.5% |
| JPMorgan Chase 133 JPMorgan · Mutual fund | $32K | 12.5% |
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
Kent Zumbach Horizon Actuarial Services, LLC Schedule MB | Schedule MB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.