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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC2+ years Filed as: VALMARK SECURITIES Service code 17 130 SPRINGS DRIVE SUITE 300 · AKRON, OH 44333 | Pension Consulting | $70,708 |
8 funds of $250K or more; 17 lines in all, holding $22.2M of the plan's $22.8M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares S&P 500 Index Fund Service Shares BlackRock · Separate account Index | $8.9M | 40.2% |
| Nuveen International Equity Index Fund Class R6 TIAA (Nuveen) · Separate account Index | $4.4M | 19.7% |
| Ishares Russell Smmdcap dxX K BlackRock · Separate account Index | $2.9M | 13.1% |
| Minnesota Life Guaranteed Return Account Securian · Insurance contract | $1.6M | 7.1% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Separate account Index | $1.5M | 6.6% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Separate account Index | $1.4M | 6.1% |
| Schwab Fundemental US Lg Co Index Charles Schwab · Separate account Index | $542K | 2.4% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Separate account | $305K | 1.4% |
| JPMorgan Large Cap Value Fund Class R6 JPMorgan · Separate account | $181K | 0.8% |
| Janus Henderson Balanced Fund Class A Janus Henderson · Separate account | $164K | 0.7% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.