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| Provider | Service type | Compensation |
|---|---|---|
EPIC ADVISORS, INC.5 years Service code 13 · EIN 16-1450952 | Contract Administrator | $90,861 |
THE SEGAL COMPANY5 years Filed as: THE SEGAL COMPANY (MIDWEST), INC. Service code 11 · EIN 13-1975125 | Actuarial | $54,951 |
Filed as: REINHART BORNER VAN DEUREN S.C. Service code 29 · EIN 39-1126909 | Legal | $36,172 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $20,000 |
RUBINBROWN LLP5 years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $15,000 |
THE SEGAL COMPANY5 years Filed as: SEGAL SELECT INSURANCE Service code 23 · EIN 46-0619194 | Insurance services | $11,946 |
HAMMOND AND SHINNERS, P.C.5 years Service code 29 · EIN 43-1429257 | Legal | $6,661 |
Filed as: INTERCONTINENTAL REAL ESTATE CORPOR Service code 51 1270 SOLIDIERS FIELD ROAD · BRIGHTON, MA 02135 | Investment Mgmt Fees | $5,416 |
8 funds hold $13.1M of the plan's $13.6M. From the 2025 filing. Recordkeeper: Epic Advisors.
| Fund | Dollars | % of funds% |
|---|---|---|
| Schwab Asset Management S&P 500 Index Fund Charles Schwab · Mutual fund Index | $3.7M | 28.1% |
| Pgim Total Return Bond Fund LP Prudential (PGIM) · Mutual fund | $2.3M | 17.8% |
| John Hancock Income Fund John Hancock (Manulife) · Mutual fund | $2.0M | 15.2% |
| The Hartford International Opportunities Fund Hartford Funds · Mutual fund | $1.3M | 10.2% |
| Schwab Asset Management U.S. Mid Cap Index Fund Charles Schwab · Mutual fund Index | $1.3M | 10.1% |
| Baird Aggregate Bond Fund Baird · Mutual fund | $1.3M | 10.1% |
| Champlain Capital Small Company Fund Champlain · Mutual fund | $657K | 5.0% |
| Intercontinental U.S. Real Estate Investment Fund LLC Manager not matched · Other | $435K | 3.3% |
Dropped 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeSchwab U.S. Mid-Cap Index Fund to Schwab Asset Management U.S. Mid Cap Index Fund | $1.0M to $1.3M |
| DroppedU.S. Real Estate Investment Fund LLC 375 | $435K |
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 |
|---|---|---|
Jeremy C. Roberts, FSA, Maaa Segal Schedule SB | Schedule SB | 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.