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| Provider | Service type | Compensation |
|---|---|---|
HAYNIE & COMPANY1+ years Service code 10 · EIN 87-0325228 | Accounting | $24,000 |
SHERMAN & HOWARD1+ years Filed as: SHERMAN AND HOWARD LLC Service code 29 633 17TH STREET · DENVER, CO 80202 | Legal | $12,514 |
USI INSURANCE SERVICES LLC1+ years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $9,461 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 13 · EIN 91-0675641 | Contract Administrator | $8,945 |
3 funds of $250K or more; 5 lines in all, holding $4.0M of the plan's $16.0M. From the 2025 filing. Recordkeeper: Milliman.
| Fund | Dollars | % of funds% |
|---|---|---|
| PIMCO Long Duration Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $3.2M | 79.9% |
| Blackrock Msxi ACWI Ex-Us Index Fd R BlackRock · Collective trust Index | $319K | 8.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $316K | 7.9% |
| Fidelity Advantage Fidelity (FMR) · Mutual fund | $156K | 3.9% |
| Schwab Bank Sweep For EE Benefit Pln Charles Schwab · Mutual fund | $9K | 0.2% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Kyle Castleman, FSA, Ea Usi Consulting Group Schedule SB | Schedule SB | Pro |
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.