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| Provider | Service type | Compensation |
|---|---|---|
ZAZOVE ASSOCIATES LLC10+ years Service code 28 · EIN 35-2842558 | Investment Management | $121,156 |
ROBERT PUZA10+ years Service code 14 · EIN 51-6113680 | Plan Administrator | $77,535 |
AMY HERTZ3 years Filed as: AMY GORBY Service code 30 · EIN 51-6113680 | Employee (plan); Direct payment from ... | $62,516 |
SPENCER FANE LLP4 years Filed as: SPENCER RANKIN Service code 30 · EIN 51-6113680 | Direct payment from the plan; Employe... | $59,678 |
MARQUETTE ASSOCIATES10+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $58,500 |
BENESYS, INC.10+ years Filed as: UNITED ACTUARIAL SERVICES INC. Service code 11 · EIN 35-2156428 | Actuarial | $51,075 |
ASCENSUS LLC2 years Filed as: LEDBETTER PARTNERS LLC Service code 29 · EIN 03-0599899 | Legal | $48,777 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $47,188 |
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES LLC Service code 15 · EIN 52-1796473 | Recordkeeping | $26,634 |
Service code 19 · EIN 36-1729164 | Securities Custodian | $14,765 |
7 funds of $250K or more; 8 lines in all, holding $80.6M of the plan's $100.0M. From the 2025 filing. Recordkeeper: Bridgeway Benefit Technologies.
| Fund | Dollars | % of funds% |
|---|---|---|
| BNY Mellon AFL-CIO SL Stock Index Fund BNY · Collective trust Index | $37.4M | 46.4% |
| Baird Core Plus Bond Fund Baird · Mutual fund | $12.9M | 16.0% |
| Vanguard Total International Stock Index Fund Institutional Shares Vanguard · Mutual fund Index | $12.7M | 15.8% |
| Partnership/joint venture interests: Infrastructure Investments Fund Erisa LP Manager not matched · Mutual fund | $7.6M | 9.4% |
| Value of : Parametric Defensive Equity Fund LLC Morgan Stanley · Mutual fund | $4.6M | 5.8% |
| AFL-CIO Building Investment Trust AFL-CIO Investment Trust · Collective trust | $3.9M | 4.9% |
| Interest Bearing Cash: Goldman Sachs Financial Square Fund Goldman Sachs · Money market | $1.3M | 1.7% |
| Call Westrock Coffee Hlds LLC Wt Exp Manager not matched · Other | $84K | 0.1% |
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 |
|---|---|---|
Micah Plank, Asa, Ea, Maaa United Actuarial Services, Inc. Schedule MB | Schedule MB | Pro |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
| Counterparty | Category | Amount, terms |
|---|---|---|
Chris Doolin Part 3 Non-exempt transaction | Non-exempt transaction | 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.