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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TOWERS WATSON INVESTMENT SVCS, INC. Service code 28 · EIN 52-1868818 | Investment Management | $119,162 |
Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 28 · EIN 20-8058531 | Investment Management | $16,867 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $9,070 |
Filed as: STATE STREET GLOBAL ADVRS TRUST CO. Service code 18 · EIN 81-4017137 | Custodial (other than securities); In... | $887 |
7 funds hold $103M of the plan's $105M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Blackrock MSCI ACWI Equity Index NON- Lendable Fund B Blackrock Institutional Trust Company, N.A. BlackRock · Collective trust Index | $32.2M | 31.3% |
| Lgima Target Strips Fund Reliance Trust Company Legal & General (LGIMA) · Collective trust | $24.2M | 23.5% |
| Towers Watson Group Trust Diversifies Credit Fund Towers Watson Investment Services Inc. WTW · Collective trust | $18.7M | 18.2% |
| WTW GT Long Credit Fund Towers Watson Investment Services Inc. WTW · Mutual fund | $15.2M | 14.7% |
| Intermed U.S. Govt Bond Indx NL Fund State Street Global Advisors Trust Company State Street (SSgA) · Collective trust Index | $4.9M | 4.8% |
| Rescap Global Real Estate Securities CIT Class W SEI Trust Company SEI · Collective trust | $4.4M | 4.2% |
| Mellon EB Temp Inv FD BNY · Collective trust | $3.5M | 3.4% |
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 |
|---|---|---|
Jesus Flores-Komiyama Willis Towers Watson US LLC Schedule SB | Schedule SB | Pro |
Annual investment return is in the bottom quintile of the peer cohort.
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.