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| Provider | Service type | Compensation |
|---|---|---|
CHEIRON10+ years Service code 50 · EIN 13-4215617 | Direct Payment | $36,170 |
CALIBRE CPA GROUP PLLC10+ years Service code 10 · EIN 47-0900880 | Accounting | $21,370 |
MARQUETTE ASSOCIATES10+ years Service code 27 180 N LASALLE DR 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $12,500 |
AMALGAMATED BANK10+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $8,428 |
ADP BROKER-DEALER3 years Filed as: ADP Service code 15 ONE ADP BLVD · ROSELAND, NJ 07068 | Recordkeeping | $6,155 |
7 funds of $250K or more; 8 lines in all, holding $15.8M of the plan's $15.9M. From the 2025 filing. Recordkeeper: ADP.
| Fund | Dollars | % of funds% |
|---|---|---|
| trust funds Longview Total Market Manager not matched · Collective trust | $6.8M | 43.1% |
| Baird Core Plus Bond Fund Baird · Mutual fund Possible retail class A | $4.0M | 25.4% |
| Limited partnerships American Realty Advisors Core Property Fund, L.P. LP American Realty Advisors · Mutual fund Possible retail class A | $1.9M | 11.8% |
| Commingled Trust Fund Morgan Stanley · Collective trust | $1.5M | 9.7% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $818K | 5.2% |
| Corporate stock Union Labor Life Insurance Company Manager not matched · Insurance contract | $447K | 2.8% |
| Money Market Fund Variable JPMorgan · Money market | $278K | 1.8% |
| Maturity Short-term investments Dreyfus Government Cash Management BNY · Money market | $14K | <0.1% |
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 |
|---|---|---|
Gregory A. Reardon, FSA, Ea Cheiron, 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.