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| Provider | Service type | Compensation |
|---|---|---|
FORVIS MAZARS, LLP4 years Filed as: FORVIS WEALTH ADVISORS, LLC Service code 17 · EIN 43-1815436 910 E ST LOUIS STREET, SUITE 400 · SPRINGFIELD, MO 658062570 | Pension Consulting | $69,063 |
17 funds of $250K or more; 19 lines in all, holding $37.2M of the plan's $37.7M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $9.8M | 26.3% |
| Guggenheim Total Return Bond Fund Guggenheim · Mutual fund | $5.1M | 13.8% |
| Vanguard Core Bond Fund Admiral Shares Vanguard · Mutual fund | $5.1M | 13.7% |
| T. Rowe Price U.S. Equity Research Fund-I Class T. Rowe Price · Mutual fund | $2.1M | 5.7% |
| Vanguard Intl. - All-World Ex Vanguard · Mutual fund | $2.1M | 5.6% |
| BlackRock Income Fund Institutional Shares BlackRock · Mutual fund | $1.9M | 5.2% |
| Parametric Volatilty Risk Prem Morgan Stanley · Mutual fund | $1.9M | 5.1% |
| Gqg Partners US Select Quality Equity Fund GQG Partners · Mutual fund | $1.7M | 4.6% |
| Description Cost Value Mutual funds Manager not matched · Mutual fund | $1.7M | 4.6% |
| JPMorgan Hedged Equity 3 Fund Class R6 JPMorgan · Mutual fund | $1.3M | 3.4% |
Added 1 fund, likely replaced 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeT. Rowe Price U.S. Equity Research Fund to T. Rowe Price U.S. Equity Research Fund-I Class | $1.9M to $2.1M |
| ReplacedHighGS Emerging Markets Equity R6 to Dimensional ETF Trust Emerging | $543K to $609K |
| AddedFidelity Total Bond ETF | $523K |
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 |
|---|---|---|
Brian R. West, Ea FSA Msea Fca Maaa Futureplan by Ascensus Schedule SB | Schedule SB | 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.