Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWERS WATSON US, LLC Service code 11 · EIN 53-0181291 | Actuarial | $150,224 |
FIDUCIENT ADVISORS LLC1+ years Service code 16 · EIN 36-4001764 | Consulting | $59,089 |
DAVIS WRIGHT TREMAINE1+ years Filed as: DAVIS WRIGHT TREMAINE LLP Service code 29 920 FIFTH AVENUE · SEATTLE, WA 98104 | Legal | $40,329 |
SCHNEIDER DOWNS & CO., INC.1+ years Service code 10 · EIN 25-1408703 | Accounting | $17,061 |
U.S. BANK NATIONAL ASSOCIATION1+ years Filed as: U.S. BANK NATIONAL ASSOCIATE Service code 21 · EIN 31-0841368 | Bank Trustee | $10,000 |
8 funds of $250K or more; 11 lines in all, holding $12.4M of the plan's $12.4M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Fixed Income Long-Term Investment Grade Fund Vanguard · Mutual fund | $3.7M | 30.1% |
| Government Obligations Fund Class Z Manager not matched · Mutual fund | $2.7M | 21.4% |
| Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares Vanguard · Mutual fund | $1.6M | 12.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.5M | 12.0% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $903K | 7.3% |
| Vanguard Short term Investment Grade 539 Vanguard · Mutual fund | $654K | 5.3% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund Index | $435K | 3.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $394K | 3.2% |
| Dws Rreef Real Assets Inst DWS · Other | $239K | 1.9% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $199K | 1.6% |
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
Matthew W. White Willis Towers Watson US LLC Schedule SB | Schedule SB | Pro |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.