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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 27 · EIN 26-1370698 | Advisory (Plan) | $90,146 |
Filed as: SOUTHWEST SERVICE ADMIN INC Service code 13 · EIN 86-0785790 | Contract Administrator | $73,176 |
CONNER & WINTERS2 years Filed as: CONNER & WINTERS LLC Service code 25 · EIN 73-1388566 | Directed Trustee | $68,405 |
RBC WEALTH MANAGEMENT7 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $42,273 |
Service code 10 · EIN 81-2274769 | Accounting | $23,657 |
4 funds of $250K or more; 5 lines in all, holding $11.0M of the plan's $46.9M. From the 2025 filing. Recordkeeper: Southwest Service Administrators.
| Fund | Dollars | % of funds% |
|---|---|---|
| PIMCO Income Fund PIMCO (Allianz) · Mutual fund | $2.8M | 25.2% |
| Cohen & Steers Income Fd Cl 1 Cohen & Steers · Mutual fund | $2.8M | 25.1% |
| Thornburg Strategic Income Fd Cl 1 Thornburg · Other | $2.7M | 24.9% |
| Columbia Strategic Income Fund Institutional Class Ameriprise (Columbia Threadneedle) · Mutual fund | $2.7M | 24.8% |
| Federated Hermes Treas Obligs Fd Federated Hermes · Other | $1K | <0.1% |
Dropped 5 funds.
| Fund | Year-end value |
|---|---|
| DroppedPIMCO StocksPlus Intl Inst | $3.0M |
| DroppedPioneer StocksPlus Intl Equity Fund | $3.0M |
| DroppedThornburg Strategic Income Fund (1) | $2.5M |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Mark Stewart Horizon Actuarial Services, LLC Schedule MB | Schedule MB | Pro |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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.