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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $277,865 |
FRIEDMAN & ANSPACH10+ years Service code 29 · EIN 13-3403675 | Legal | $214,769 |
SAVASTA AND COMPANY, INC.3 years Service code 13 · EIN 13-3879959 | Contract Administrator | $175,000 |
THE SEGAL COMPANY7 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $88,044 |
US BANK7 years Filed as: US BANK, NA Service code 15 · EIN 31-0841368 | Recordkeeping | $66,689 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $63,958 |
CALIBRE CPA GROUP PLLC7 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $47,871 |
THE SEGAL COMPANY9 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 53 · EIN 46-0619194 | Insurance Commissions | $29,170 |
NANESS, CHAIET, NANESS, LLC8 years Service code 29 · EIN 11-3382260 | Legal | $22,500 |
2 funds hold $12.5M of the plan's $209M. From the 2025 filing. Recordkeeper: Savasta And Company.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $8.7M | 69.2% |
| First American Government Obligations Fund Class Z U.S. Bancorp (First American) · Mutual fund | $3.8M | 30.8% |
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 |
|---|---|---|
Michael Carroll, Asa, Fca, Maaa Segal Schedule MB | Schedule MB | Pro |
Annual investment return is in the bottom quintile of the peer cohort.
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.