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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL CUSTODY SOLUTIONS1+ years Service code 21 · EIN 42-1466678 | Bank Trustee | $24,760 |
12 funds hold $35.7M of the plan's $36.4M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Intermediate Treasury Bond Index Fund Fidelity (FMR) · Mutual fund | $10.5M | 29.4% |
| iShares Russell 1000 Large-Cap Index Fund BlackRock · ETF Index | $5.3M | 15.0% |
| Fidelity Long-Term Treasury Bond Index Fund Fidelity (FMR) · Mutual fund | $3.4M | 9.5% |
| Vanguard Long-Term Corporate Bond EFT Vanguard · Mutual fund | $3.2M | 8.9% |
| Natixis Loomis Say C/P B-N1 2666 Natixis IM · Mutual fund | $2.6M | 7.2% |
| Carillon RMS Uncons BND-R6 4174 Raymond James · Mutual fund | $2.4M | 6.8% |
| First Eagle Global-R6 962 First Eagle · Mutual fund | $2.3M | 6.6% |
| FPA Crescent Fund 1347 Manager not matched · Mutual fund | $2.2M | 6.1% |
| T Rowe Price Inst Float Rate 170 T. Rowe Price · Mutual fund | $1.5M | 4.1% |
| PIMCO GL BD Opp Usd Hd-Ins 249 PIMCO (Allianz) · Mutual fund | $920K | 2.6% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Alisa N. Fourniller Aon Consulting, Inc. 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.