Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TRUIST BANK5 years Filed as: TRUIST Service code 21 · EIN 56-1074313 | Bank Trustee | $27,531 |
4 funds of $250K or more; 17 lines in all, holding $4.2M of the plan's $30.0M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Short-Term Inflation-Protected Securities Index Fund Vanguard · Mutual fund | $910K | 21.5% |
| Anheuser Busch Inbev Sponsored Manager not matched · Other | $768K | 18.1% |
| Capital One Financial CP Manager not matched · Other | $525K | 12.4% |
| Liberty Broadband - Ser C Manager not matched · Other | $389K | 9.2% |
| General Motors F Manager not matched · Other | $203K | 4.8% |
| Meta Platforms Manager not matched · Other | $200K | 4.7% |
| Novo-Nordisk A-S F Manager not matched · Other | $183K | 4.3% |
| American Water Capital Manager not matched · Other | $148K | 3.5% |
| Richmond Virginia Public Utility Rev Manager not matched · Other | $145K | 3.4% |
| International Business Manager not matched · Other | $123K | 2.9% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedShares Maturity Date Cost Value Money Market Mutal Fund: Fede | $1.1M |
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 |
|---|---|---|
Matthew G. Daskivich Creative Planning Instl Consulting Schedule SB | Schedule SB | Pro |
Employer 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.