Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SOUTHWEST SERVICE ADMINISTRATORS10+ years Service code 13 · EIN 86-0785790 | Contract Administrator | $76,019 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 94-1503999 | Actuarial | $67,594 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH Service code 27 · EIN 13-3180817 | Advisory (Plan) | $20,107 |
THE BANK OF NEW YORK MELLON9 years Filed as: BANK OF ARIZONA Service code 19 6001 N 24TH STREET · PHOENIX, AZ 85016 | Securities Custodian | $17,148 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE BROKERAGE Service code 23 · EIN 48-0619194 | Insurance services | $15,721 |
BALDWIN & BALDWIN PLLC4 years Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 | Accounting | $11,043 |
KELLEY LAW GROUP1 year Service code 29 3800 N CENTRAL AVE STE 530 · PHOENIX, AZ 85012 | Legal | $10,583 |
8 funds of $250K or more; 10 lines in all, holding $27.4M of the plan's $31.1M. From the 2025 filing. Recordkeeper: Southwest Service Administrators.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Value Fd EFT Vanguard · Mutual fund Possible retail class A | $8.3M | 30.5% |
| Vanguard Growth Eft Vanguard · Mutual fund Possible retail class A | $8.0M | 29.2% |
| Corporate Equities: IShares Core MSCI EAFE EFT BlackRock · ETF | $4.3M | 15.7% |
| IShares Core MSCI Emrg Mrkts EFT BlackRock · ETF | $2.3M | 8.5% |
| Vanguard Small Cap Growth EFT Vanguard · Mutual fund Possible retail class A | $1.3M | 4.8% |
| Vanguard Small-Cap Value Fd EFT Vanguard · Mutual fund Possible retail class A | $1.3M | 4.6% |
| Vanguard Interm Term Corp EFT Vanguard · Mutual fund Possible retail class A | $1.1M | 3.9% |
| Ishares MBS BlackRock · ETF | $524K | 1.9% |
| Vaneck Vectors Fallen Angel High Yield Bond ETF Manager not matched · ETF | $131K | 0.5% |
| Invesco Preferred Invesco · Mutual fund Possible retail class A | $130K | 0.5% |
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 |
|---|---|---|
Laura L. Mitchell Segal Schedule MB | Schedule MB | Pro |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.