Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS11+ years Service code 28 · EIN 33-0123114 | Investment Management | $41,109 |
WILLIS TOWERS WATSON US LLC8 years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 800 N GLEBE RD · ARLINGTON, VA 22203 | Actuarial | $38,440 |
CALIBRE CPA GROUP PLLC11+ years Service code 10 · EIN 47-0900880 | Accounting | $29,306 |
DAYFORCE2 years Service code 49 3311 EAST OLD SHAKOPEE ROAD · BLOOMINGTON, MN 55425 | Other Services | $21,102 |
10 funds of $250K or more; 11 lines in all, holding $127M of the plan's $128M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Pooled trust funds - MCG Equity Group Trust Manager not matched · Collective trust | $51.2M | 40.4% |
| i MCG Fixed Income Group Trust Manager not matched · Collective trust | $43.3M | 34.2% |
| Fidelity Long-Term Treasury Bond Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $9.2M | 7.2% |
| American Strategic Value Realty Fund Manager not matched · Mutual fund | $5.1M | 4.0% |
| Real estate funds: American Core Realty Fund American Realty Advisors · Mutual fund | $3.9M | 3.1% |
| GCM Grosvenor Multi-Asset Class II Manager not matched · Other | $3.9M | 3.1% |
| White Oak Yield Spectrum Manager not matched · Other | $3.6M | 2.8% |
| GCM Grosvenor Multi-Asset Class III Manager not matched · Other | $2.8M | 2.2% |
| Maturity Short-term investment Goldman Financial Square Govt-A Fund Goldman Sachs · Money market | $2.0M | 1.6% |
| Limited partnerships Grosvenor MCG Alt Scape Fund LP Manager not matched · Mutual fund Possible retail class A | $1.8M | 1.4% |
Added 1 fund, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedGrosvenor MCG Alt Scape Fund LP | $3.1M |
| AddedLimited partnerships Grosvenor MCG Alt Scape Fund LP | $1.8M |
| DroppedLimited partnerships AG Direct Lending Fund | $1.5M |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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 |
|---|---|---|
Tristan Nguyen Willis Towers Watson US LLC Schedule SB | Schedule SB | Pro |
Participant contribution per participant 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.