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 |
|---|---|---|
Filed as: ROYAL ALLIANCE Service code 28 7777 EXCHANGE ROAD · CLEVELAND, OH 44125 | Investment Management | $42,319 |
Filed as: OCTOBER THREE CONSULTING Service code 11 · EIN 27-1175487 | Actuarial | $41,879 |
Filed as: FIRST STATE TRUST Service code 21 · EIN 13-3124172 | Bank Trustee | $20,118 |
11 funds of $250K or more; 12 lines in all, holding $6.9M of the plan's $8.6M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Listed Fund Trust Roundhill Magnificent Seven ETF Manager not matched · ETF Index | $1.6M | 23.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.0M | 14.5% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $868K | 12.6% |
| PIMCO Moderate Duration Fund Institutional PIMCO (Allianz) · Mutual fund | $565K | 8.2% |
| Emerging Markets Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $491K | 7.1% |
| Federated Hermes Money Market Obligs Trust Federated Hermes · Money market | $489K | 7.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $448K | 6.5% |
| Pimcp Long Term Credit Institutional Manager not matched · Other | $419K | 6.1% |
| Invesco Rafi US Invesco · Mutual fund | $403K | 5.8% |
| Invesco QQQ Trust Invesco · Mutual fund | $256K | 3.7% |
Covers 60,908 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 |
|---|---|---|
Richard A. Atamian October Three Consulting LLC 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.