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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 36-3555078 | Advisory (Plan) | $163,850 |
HORIZON ACTUARIAL SERVICES, LLC10+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $60,052 |
BENESYS, INC.6 years Filed as: BENESYS Service code 14 7130 COLUMBIA GATEWAY DR A · COLUMBIA, MD 21046 | Plan Administrator | $28,208 |
CALIBRE CPA GROUP PLLC10+ years Service code 10 · EIN 47-0900880 | Accounting | $25,555 |
12 funds of $250K or more; 13 lines in all, holding $82.7M of the plan's $87.0M. From the 2024 filing. Recordkeeper: Benesys.
| Fund | Dollars | % of funds% |
|---|---|---|
| Marco Group Trust Equity Participation Manager not matched · Collective trust | $36.7M | 44.3% |
| Pooled trust funds Marco Consulting Group Trust Fixed Income Participation Manager not matched · Collective trust | $24.1M | 29.1% |
| Limited Partnerships American Strategic Value Realty Fund Manager not matched · Mutual fund Possible retail class A | $4.5M | 5.5% |
| GCM Grosvenor Multi-Asset Class II, L.P. Manager not matched · Other | $3.5M | 4.2% |
| White Oak Yield Spectrum Peer Fund L.P Manager not matched · Mutual fund Possible retail class A | $2.6M | 3.2% |
| Hamilton Lane Private Equity Fund Manager not matched · Mutual fund Possible retail class A | $2.3M | 2.7% |
| Segal Marco Select Private Equity Fund II L.P Manager not matched · Mutual fund Possible retail class A | $2.2M | 2.6% |
| AFL-CIO Building Investment Trust AFL-CIO Investment Trust · Collective trust | $2.0M | 2.4% |
| Grosvenor MCG Altscape Fund, LP Manager not matched · Mutual fund Possible retail class A | $1.7M | 2.1% |
| Mesirow Financial Private Equity Fund VII-B, L.P. Mesirow · Mutual fund Possible retail class A | $1.5M | 1.9% |
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 |
|---|---|---|
David. a Pazamickas Horizon Actuarial Services, LLC 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.