Filings through .
Filed April 21, 1995 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES5 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 16 · EIN 36-3485298 | Consulting | $70,000 |
STANDARD RETIREMENT SERVICES11+ years Filed as: STANDARD RETIREMENT SERVICES, INC. Service code 11 · EIN 25-1838406 | Actuarial | $50,750 |
FORVIS MAZARS, LLP3 years Service code 10 · EIN 44-0160260 | Accounting | $24,500 |
REGIONS BANK5 years Service code 12 · EIN 63-0371391 | Named fiduciary; Custodial (other tha... | $21,662 |
EAGLE CAPITAL MANAGEMENT, LLC11+ years Service code 28 · EIN 22-3361201 | Investment Management | $18,878 |
JP MORGAN4 years Filed as: JP MORGAN INVESTMENT MANAGEMENT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $0 |
10 funds of $250K or more; 11 lines in all, holding $20.2M of the plan's $22.0M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Baird Aggregate Bond Fund Baird · Mutual fund | $4.4M | 21.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.2M | 15.6% |
| Jpmorgan IIF Erisa Hedged LP JPMorgan · Other | $2.7M | 13.3% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $2.3M | 11.2% |
| Limited Partnerships Carlyle Direct Lending Fund IV Manager not matched · Collective trust | $2.0M | 10.1% |
| Fidelity Money Market Fund Fidelity (FMR) · Money market | $1.3M | 6.6% |
| Parametric Volatility Risk Premium - Defensive Fund (Premium) Morgan Stanley · Mutual fund | $1.3M | 6.5% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 5.3% |
| TA Realty Core Property Fund LP Manager not matched · Mutual fund | $1.0M | 5.1% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $827K | 4.1% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Philip a Oreto, Fca, Ea, Maaa Standard Retirement Services, 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.