Filings through .
Filed March 18, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2 years Service code 11 · EIN 91-0675641 | Actuarial | $195,878 |
Filed as: LEGAL & GENERAL Service code 28 · EIN 20-8058531 | Investment Management | $179,998 |
PRINCIPAL FINANCIAL GROUP2 years Filed as: PRINCIPAL FINANCIAL GROUP INC Service code 18 · EIN 51-0099493 | Direct payment from the plan; Other s... | $49,741 |
3 funds of $250K or more; 4 lines in all, holding $14.6M of the plan's $106M. From the 2024 filing. Recordkeeper: Charles Schwab.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund Index | $7.2M | 49.5% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $4.3M | 29.8% |
| Allspring Government Money Market Fund Allspring · Money market | $2.8M | 19.4% |
| Essex Portfolio LP Manager not matched · Mutual fund | $187K | 1.3% |
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 |
|---|---|---|
Mahrukh Mavalvala Milliman, Inc. Schedule SB | Schedule SB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.