Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS7 years Filed as: SEI INVESTMENT MANAGEMENT CORP Service code 19 · EIN 04-2452803 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Securities Custodian | $274,199 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 1040 CROWN POINT PKWY · ATLANTA, GA 30338 | Actuarial | $84,645 |
STEFANIE STRICKLIN1 year Service code 30 · EIN 72-0542804 2001 VETERANS BLVD, STE 201 · KENNER, LA 70062 | Employee (plan) | $47,652 |
ROBEIN, URANN, SPENCER, PICARD & CA11+ years Filed as: ROBEIN, URANN, SPENCER & CONGEMI Service code 29 · EIN 72-0999672 2540 SEVERN AVE, STE 400 · METAIRIE, LA 70002 | Legal | $42,652 |
TED SOILEAU, CPA, LLC8 years Filed as: TED SOILEAU CPA, LLC Service code 10 · EIN 45-1621265 429 GOVERNMENT ST · BATON ROUGE, LA 70802 | Accounting | $29,912 |
MELANIE CLEMENT1 year Service code 30 · EIN 72-0542804 2001 VETERANS BLVD, STE 201 · KENNER, LA 70062 | Employee (plan) | $17,834 |
RYAN BORDELON7 years Service code 30 · EIN 72-0542804 2001 VETERANS BLVD, STE 201 · KENNER, LA 70062 | Employee (plan) | $14,723 |
SEI PRIVATE TRUST COMPANY11+ years Service code 28 · EIN 23-3060382 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Investment Management | $13,144 |
ASHTON MARKS1 year Service code 30 · EIN 72-0542804 2001 VETERANS BLVD, STE 201 · KENNER, LA 70062 | Employee (plan) | $1,951 |
14 funds of $250K or more; 15 lines in all, holding $51.8M of the plan's $49.3M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Siit Core Fixed Income - Class A SEI · Mutual fund | $9.4M | 18.2% |
| Siit World Equity Ex-Us Fund - Class A SEI · Mutual fund | $8.5M | 16.3% |
| Siit U.S. Equity Factor Allocation Fund - Class A SEI · Mutual fund | $6.4M | 12.4% |
| Siit S&P 500 Index Fund - Class A SEI · Mutual fund Index | $4.9M | 9.5% |
| Siit Limited Duration Bond Fund - Class A SEI · Mutual fund | $4.5M | 8.6% |
| SEI Core Property Collective Investment Trust SEI · Collective trust | $3.8M | 7.3% |
| SEI Special Situations Collective Investment Trust SEI · Collective trust | $3.6M | 6.9% |
| SEI GPA IV CIT Private Equity Fund SEI · Collective trust | $2.0M | 3.9% |
| Siit Emerging Markets Debt Fund - Class A SEI · Mutual fund | $2.0M | 3.9% |
| Siit High Yield Bond Fund - Class A SEI · Mutual fund | $2.0M | 3.8% |
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 |
|---|---|---|
Mark Stewart Horizon Actuarial Services LLC 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.