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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED ADMINISTRATORS, LLC5+ years Service code 13 · EIN 65-1205077 | Contract Administrator | $709,641 |
CHEIRON3 years Filed as: CHEIRON INC Service code 11 · EIN 13-4215617 | Actuarial | $164,113 |
INVESTMENT PERFORMANCE SERVICES5+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $130,000 |
PROSKAUER ROSE LLP3 years Service code 29 · EIN 13-1840454 | Legal | $89,550 |
SLEVIN & HART, P.C.5+ years Filed as: SLEVIN & HART Service code 29 · EIN 52-1708613 | Legal | $76,288 |
Filed as: CHARTWELL INVESTMENT MANAGEMENT Service code 28 · EIN 36-4776242 | Investment Management | $68,061 |
NOVAK FRANCELLA LLC1 year Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $32,000 |
Filed as: INTERCONTINENTAL REAL ESTATE INVEST Service code 28 · EIN 04-3549299 | Investment Management | $24,782 |
AMERICAN REALTY ADVISORS1 year Service code 28 · EIN 33-0123114 | Investment Management | $15,488 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 19 · EIN 25-1211909 | Securities Custodian | $7,095 |
10 funds of $250K or more; 12 lines in all, holding $35.8M of the plan's $69.0M. From the 2025 filing. Recordkeeper: Associated Administrators.
| Fund | Dollars | % of funds% |
|---|---|---|
| NT Collective Russell Northern Trust · Collective trust | $7.0M | 19.7% |
| Date Money market funds: Federated Hermes Government Obligations Prem SHS 11 Federated Hermes · Money market | $4.9M | 13.6% |
| MacKay Sheilds High Yield Bond Fund New York Life · Collective trust | $4.8M | 13.5% |
| First Eagle Global Value Fund LP First Eagle · Mutual fund Possible retail class A | $3.5M | 9.9% |
| NT Collective EAFE Index Fund - DC - Non-Lending Northern Trust · Collective trust Index | $3.5M | 9.8% |
| Other investment - private equity fund: Hamilton Lane Private Assets Fund Manager not matched · Mutual fund | $3.3M | 9.3% |
| Northern Trust Collective Extended Equity Index Fund - Non Lending Northern Trust · Collective trust Index | $2.6M | 7.2% |
| U.S. Real Estate Investment Fund, LLC Manager not matched · Mutual fund | $2.5M | 7.0% |
| Boyd Watterson State Government Fund, LP Manager not matched · Mutual fund | $2.1M | 5.9% |
| Limited partnerships: ARA Core Property Fund, LP Manager not matched · Mutual fund Possible retail class A | $1.4M | 4.0% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedDate Money market funds: Federated Hermes Government Obligations Prem SHS 11 | $4.9M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 71,410 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 |
|---|---|---|
Heath Merlak, FSA, Ea Cheiron, Inc. Schedule SB | Schedule SB | Pro |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.