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| Provider | Service type | Compensation |
|---|---|---|
INVESTMENT PERFORMANCE SERVICES11+ years Service code 27 · EIN 58-2432390 7402 HODGSON MEMORIAL DR. · SAVANNAH, GA 31406 | Advisory (Plan) | $317,065 |
WEDGE CAPITAL MANAGEMENT11+ years Filed as: WEDGE CAPITAL MANAGEMENT, L.L.P. Service code 28 · EIN 56-1557450 301 S. COLLEGE ST., 2920 · CHARLOTTE, NC 28202 | Investment Management | $120,141 |
HAMILTON LANE ADVISORS, LLC5 years Service code 28 · EIN 23-2962336 ONE PRESIDENTIAL BLVD. · BALA CYNWYD, PA 19004 | Investment Management | $110,962 |
THE SEGAL COMPANY11+ years Service code 11 · EIN 13-1835864 1920 N STREET, NW · WASHINGTON, DC 20036 | Actuarial | $79,128 |
Service code 28 ONE LANDMARK SQUARE · STAMFORD, CT 06901 | Investment Management | $71,421 |
ABATO, RUBENSTEIN & ABATO11+ years Service code 29 · EIN 52-0904713 809 GLEN EAGLES COURT · TOWSON, MD 21286 | Legal | $43,055 |
PNC BANK, N.A.11+ years Filed as: PNC, INC. Service code 15 · EIN 25-1211909 HOPKINS PLAZA · BALTIMORE, MD 21201 | Recordkeeping | $33,562 |
HCFL11+ years Service code 10 · EIN 52-1399339 1954 GREENSPRING DRIVE · TIMONIUM, MD 21093 | Accounting | $33,480 |
WITHUMSMITH+BROWN, PC11+ years Filed as: BROWN INVESTMENT ADVISORS Service code 28 · EIN 52-1952888 | Investment Management | $24,544 |
WELLINGTON MANAGEMENT11+ years Filed as: WELLINGTON TRUST COMPANY Service code 28 · EIN 04-2755549 | Investment Management | $3,742 |
21 funds of $250K or more; 41 lines in all, holding $110M of the plan's $166M. From the 2024 filing. Recordkeeper: Benefit Administration.
| Fund | Dollars | % of funds% |
|---|---|---|
| Jpmcb Corporate High Yield Fund JPMorgan · Mutual fund | $16.2M | 14.7% |
| Principal U.S. Property Separate Account Principal · Separate account | $13.3M | 12.1% |
| SEI Earnest Partners Smid Cap core Fund Earnest Partners · Mutual fund | $12.0M | 10.9% |
| Mfb NT Collective Russell Northern Trust · Collective trust | $10.1M | 9.2% |
| Boyd Watterson State Government Fund, LP Manager not matched · Mutual fund | $9.6M | 8.7% |
| Columbia Pyrford International Stock Private Fund Ameriprise (Columbia Threadneedle) · Collective trust | $7.5M | 6.8% |
| Hamilton Lane Secondary Feeder Fund V-A LP Manager not matched · Mutual fund | $7.0M | 6.4% |
| GCM Grosvenor Opportunistic Credit Fund V, Ltd. Manager not matched · Mutual fund | $7.0M | 6.4% |
| Corbin Erisa Opportunity Fund, LP Manager not matched · Mutual fund | $5.6M | 5.1% |
| Arena Short Duration High Yield Fund LP Manager not matched · Mutual fund | $5.2M | 4.7% |
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 |
|---|---|---|
Maria Kirilenko Segal 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.