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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 36-4268991 | Investment Management | $87,844 |
RENEE ASHWORTH10+ years Service code 30 · EIN 62-6077945 | Direct payment from the plan; Employe... | $85,086 |
NATIONAL INVESTMENT SERVICES6 years Filed as: NATIONAL INVESTMENT SERVICE Service code 28 · EIN 80-0169636 | Investment Management | $46,625 |
SOUTHERN ACTUARIAL SERVICES4 years Filed as: SOUTHERN ACTUARIAL SERVICES COMPANY Service code 11 · EIN 58-2409046 | Actuarial | $37,075 |
FRANKLIN TEMPLETON2 years Filed as: CLARION PARTNERS LLC Service code 28 · EIN 13-3379970 | Investment Management | $26,251 |
NOVAK FRANCELLA LLC4 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $24,385 |
Filed as: STRANCH, JENNINGS & GARVEY Service code 29 · EIN 92-1968638 | Legal | $20,129 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC Service code 28 | Investment Management | $18,154 |
AMERICAN FUNDS1 year Filed as: STOCKBRIDGE CAPITAL GROUP Service code 28 · EIN 42-1558275 | Investment Management | $10,770 |
AMERICAN REALTY ADVISORS2 years Service code 28 · EIN 33-0123114 | Investment Management | $7,520 |
17 funds of $250K or more; 18 lines in all, holding $98.5M of the plan's $105M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund Index | $54.4M | 55.2% |
| Nis Core Fixed Income Fund LLC Manager not matched · Collective trust | $14.2M | 14.4% |
| Baird Core Plus Bond Fund Baird · Mutual fund | $10.7M | 10.8% |
| Home Federal Money Market Manager not matched · Money market | $3.7M | 3.7% |
| Stockbridge Niche Logistics Fund LP Stockbridge · Mutual fund | $2.3M | 2.4% |
| Clarion LIT 536 Franklin Templeton · Collective trust | $2.0M | 2.0% |
| U. S. Core Partners Collective Investment Trust, CL 1 Class 1 Manager not matched · Collective trust | $1.8M | 1.9% |
| NIS Total Return Fund National Investment Services · Mutual fund | $1.3M | 1.3% |
| Stockbridge Smart Markets Fund LP Stockbridge · Mutual fund | $1.3M | 1.3% |
| Fidelity Advisor Intl Cap Appr K6 Fund Fidelity (FMR) · Mutual fund | $1.2M | 1.2% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Charles T. Carr Southern Actuarial Services Company Schedule MB | Schedule MB | 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.