Filings through .
Filed November 28, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 20-8075599 12681 CREEKSIDE LANE · FORT MYERS, FL 33919 | Investment Management | $127,121 |
KEYBANK NATIONAL ASSOCIATION5 years Filed as: KEYBANK INSTITUTIONAL ASSET SERVICE Service code 28 · EIN 34-0797057 100 PUBLIC SQUARE · CLEVELAND, OH 44113 | Investment Management | $73,546 |
21 funds of $250K or more; 24 lines in all, holding $108M of the plan's $146M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| B&I Contractors, Inc. Manager not matched · Insurance contract | $84.1M | 77.9% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $6.8M | 6.3% |
| Open-Ended Investment Fund ACL Alternative Fund Manager not matched · Mutual fund | $2.0M | 1.9% |
| North Rock Fund LTD Manager not matched · Mutual fund | $1.7M | 1.6% |
| JPMorgan Core Bond Fund JPMorgan · Mutual fund | $1.5M | 1.4% |
| iShares Core MSCI EAFE ETF BlackRock · ETF Index | $1.5M | 1.4% |
| LibreMax Core Fund, LP Manager not matched · Mutual fund | $1.1M | 1.1% |
| Jpmorgan Large Cape Grouth Fund JPMorgan · Mutual fund | $983K | 0.9% |
| Mondrian International Value Equity Fund Manager not matched · Mutual fund | $927K | 0.9% |
| MidCap Account Principal · Mutual fund | $908K | 0.8% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.