Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
MARSHFIELD ASSOCIATES5 years Service code 28 · EIN 52-1670976 21 DUPONT CIRCLE NW 500 · WASHINGTON, DC 20036 | Investment Management | $95,652 |
SOUTHERN BENEFIT ADMINISTRATORS11+ years Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 13 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $44,622 |
STANDARD VALUATIONS11+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVENUE SOUTH, STE 220 · ST PAUL, MN 55116 | Advisory (Plan) | $28,000 |
VENABLE LAW FIRM11+ years Service code 29 · EIN 59-1824267 7402 N 56TH STREET STE 380 · TAMPA, FL 33637 | Legal | $18,039 |
STEVEN D EISENBERG CPA PA11+ years Filed as: STEVEN D EISENBERG CPA,PA Service code 10 · EIN 65-0140643 7700 CONGRESS AVENUE STE 1128 · BOCA RATON, FL 33487 | Accounting | $15,050 |
UNION BANK & TRUST COMPANY10+ years Filed as: UNION BANK & TRUST Service code 19 · EIN 41-1267434 312 CENTRAL AVENUE · MINNEAPOLIS, MN 55414 | Securities Custodian | $10,263 |
15 funds of $250K or more; 25 lines in all, holding $121M of the plan's $131M. From the 2025 filing. Recordkeeper: Southern Benefit Administrators.
| Fund | Dollars | % of funds% |
|---|---|---|
| Ibew Neca Equity Index Fund Manager not matched · Mutual fund Index | $33.5M | 27.6% |
| Vanguard Intermediate Grade Fund Vanguard · Mutual fund | $11.2M | 9.2% |
| Baird Core Plus Bond Fund Baird · Mutual fund | $9.3M | 7.7% |
| PIMCO StocksPlus Total Return PIMCO (Allianz) · Mutual fund | $8.9M | 7.4% |
| Vanguard Extended Market Index Fund Investor Shares Vanguard · Mutual fund Index | $8.4M | 6.9% |
| PIMCO Total Return Fund PIMCO (Allianz) · Mutual fund | $8.3M | 6.8% |
| Vanguard Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $7.5M | 6.2% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $6.4M | 5.3% |
| Short Term Reserves Manager not matched · Other | $6.4M | 5.2% |
| Asp (Feeder) Private Income Fund LP Manager not matched · Mutual fund | $5.3M | 4.4% |
Added 3 funds, dropped 4 funds.
| Fund | Year-end value |
|---|---|
| AddedIbew Neca Equity Index Fund | $33.5M |
| DroppedShares Cost Value Common/ Collective Fun | $28.4M |
| AddedVanguard Intermediate Grade Fund | $11.2M |
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 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.