Filings through .
Filed May 1, 2014 (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 |
|---|---|---|
TRUIST BANK5 years Service code 13 · EIN 56-1074313 | Contract Administrator | $81,348 |
7 funds of $250K or more; 10 lines in all, holding $38.7M of the plan's $39.7M. From the 2025 filing. Recordkeeper: Suntrust Banks.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fixed Income Mutual Funds PIMCO Investment Grade Credit Bond Fund PIMCO (Allianz) · Mutual fund | $24.8M | 64.1% |
| PIMCO Long-Term U.S. Government Fund PIMCO (Allianz) · Mutual fund | $4.5M | 11.6% |
| PIMCO Long-Term Credit Bond Fund PIMCO (Allianz) · Mutual fund | $2.9M | 7.6% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $2.3M | 5.9% |
| Vanguard Developed Markets Index Fund Institutional Shares Vanguard · Mutual fund Index | $1.5M | 3.9% |
| Vanguard Dividend Appreciation Index Fund Vanguard · Mutual fund Index | $1.5M | 3.9% |
| Equity Mutual Funds Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund | $1.1M | 2.9% |
| Partnership CL A Buyout Manager not matched · Other | $2K | <0.1% |
| Private Equity Funds and Venture Capital Portfolio Advisors Offshore Private Equity Fund III Partnership CL C Special Si Manager not matched · Mutual fund Possible retail class C | $1K | <0.1% |
| Partnership CL B Venture Capital Manager not matched · Other | $1K | <0.1% |
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 |
|---|---|---|
Mitzi M. Silverstein 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.