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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $164,021 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
15 funds hold $100M of the plan's $100M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $17.1M | 17.0% |
| JPMorgan Core Bond Fund Class R5 JPMorgan · Mutual fund | $17.1M | 17.0% |
| Artisan Intl Val Instl Artisan Partners · Other | $8.8M | 8.8% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $7.4M | 7.4% |
| Vanguard InTrmed Trm Bd Index Inst Vanguard · Mutual fund Index | $7.1M | 7.1% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $6.7M | 6.7% |
| Harbor Capital Appreciation Retment Harbor Capital · Other | $6.7M | 6.7% |
| Vanguard Mid-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $6.1M | 6.1% |
| DFA Global Real Estate SEC I Dimensional · Mutual fund | $5.3M | 5.2% |
| Invesco Bal-Risk Comm Strategy R6 Invesco · Mutual fund | $4.9M | 4.9% |
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 |
|---|---|---|
Amy C. Sullivan Transamerica Schedule SB | Schedule SB | 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.