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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.2 years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $99,526 |
NORTHWEST PENSION SERVICES2 years Service code 15 · EIN 91-2090931 | Recordkeeping | $90,269 |
MATRIX TRUST COMPANY10+ years Service code 19 · EIN 51-0099033 | Securities Custodian | $44,441 |
HIGHLAND CONSULTING ASSOCIATES10+ years Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 27 · EIN 20-4284376 | Advisory (Plan) | $26,130 |
MMA SECURITIES LLC2 years Filed as: MARSH AND MCLENNAN AGENCY LLC Service code 22 · EIN 26-3237576 | Insurance Broker | $22,004 |
Filed as: ANASTASI MOORE, & MARTIN, PLLC Service code 10 · EIN 20-8149084 9 S WASHINGTON ST · SPOKANE, WA 99201 | Accounting | $18,009 |
Service code 29 · EIN 93-0589000 | Legal | $16,301 |
22 funds of $250K or more; 16 lines in all, holding $166M of the plan's $166M. From the 2025 filing. Recordkeeper: Northwest Pension Services.
Target-date series: T. Rowe Price Retirement, collective trust, 73% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 12 vintages | $121M | 72.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $11.0M | 6.6% |
| T. Rowe Price Stable Value Common Trust Fund A T. Rowe Price · Stable value Stable value | $8.8M | 5.3% |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. Rowe Price · Mutual fund | $5.9M | 3.5% |
| T. Rowe Price Retirement Balanced Trust- F T. Rowe Price · Collective trust | $4.9M | 3.0% |
| Blackrock Equity Dividend Fund Institutional BlackRock · Mutual fund | $4.1M | 2.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.7M | 1.7% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $2.2M | 1.3% |
| Vanguard Selected Value Fund Investor Shares Vanguard · Mutual fund | $2.1M | 1.3% |
| TCW Metwest Total Return Bond Fund TCW · Mutual fund | $1.9M | 1.1% |
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.
The auditor signed off without reservation. This is the cleanest opinion.