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| Provider | Service type | Compensation |
|---|---|---|
DECISION SCIENCE, INC.10+ years Service code 13 · EIN 52-1055523 | Contract Administrator | $216,011 |
LOOMIS SAYLES10+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $143,800 |
RBC GLOBAL ASSET MANAGEMENT10+ years Service code 51 · EIN 41-1460668 | Investment Mgmt Fees | $123,211 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN REALTY ADVISORS, LLC Service code 51 · EIN 33-0123114 | Investment Mgmt Fees | $120,102 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $116,261 |
WEDGE CAPITAL MANAGEMENT10+ years Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $101,359 |
INVESTMENT PERFORMANCE SERVICES10+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $95,000 |
BOLTON PARTNERS, INC.10+ years Service code 11 · EIN 52-1231144 | Actuarial | $90,582 |
ASB CAPITAL MANAGEMENT10+ years Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $54,061 |
CALIBRE CPA GROUP PLLC6 years Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 | Accounting | $28,598 |
17 funds of $250K or more; 25 lines in all, holding $108M of the plan's $154M. From the 2024 filing. Recordkeeper: Decision Science.
| Fund | Dollars | % of funds% |
|---|---|---|
| NT Collective Russell Northern Trust · Collective trust | $22.2M | 20.6% |
| Corbin Erisa Opportunity Fund, LP Manager not matched · Mutual fund Possible retail class A | $15.9M | 14.7% |
| U.S. Real Estate Investment Fund, LLC Manager not matched · Mutual fund Possible retail class A | $10.0M | 9.2% |
| International Equity Fund Manager not matched · Mutual fund Possible retail class A | $8.8M | 8.1% |
| Boyd Watterson State Gov't Fund LP Manager not matched · Mutual fund Possible retail class A | $8.2M | 7.6% |
| Loomis High Yield Conservative Trust L.P Natixis IM · Other | $7.9M | 7.3% |
| Sierra Franklin EAFE Plus Equity Franklin Templeton · Other | $6.2M | 5.7% |
| Asb Allegiance Real Estate Fund ASB Capital Management · Collective trust | $4.9M | 4.6% |
| Limited Partnerships Grosvenor Institutional Partners, LP Manager not matched · Other | $4.8M | 4.4% |
| Blackstone Infrastructure V Feeder, LP Blackstone · Other | $4.1M | 3.8% |
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 |
|---|---|---|
Timothy D. Boles, Asa, Ea Bolton Partners, Inc. 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.