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| Provider | Service type | Compensation |
|---|---|---|
MASONRY INDUSTRY TRUST ADMIN.11+ years Service code 13 · EIN 93-1144705 | Contract Administrator | $191,322 |
WASHINGTON CAPITAL MANAGEMENT, INC.11+ years Filed as: WASHINGTON CAPITAL MANAGEMENT INC. Service code 28 · EIN 91-1042342 | Investment Management | $138,229 |
MILLIMAN, INC.11+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $106,129 |
BRADLEY L. MIDDLETON, PC11+ years Service code 29 · EIN 93-1215960 | Legal | $99,758 |
MIDDLETON & COMPANY, CPA, PC11+ years Filed as: MIDDLETON & CO., CPA, PC Service code 10 · EIN 93-0809066 | Accounting | $93,500 |
DODGE & COX11+ years Filed as: DODGE & COX FUNDS-DODWX 26-2099183 Service code 52 | Indirect Investment Fees | $93,178 |
QUEST INVESTMENT MANAGEMENT11+ years Filed as: QUEST INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 93-0880854 | Investment Management | $93,057 |
TCW ASSET MANAGEMENT COMPANY11+ years Filed as: METROPOLITAN WEST ASSET MGMT, LLC 9 Service code 52 | Indirect Investment Fees | $75,039 |
DODGE & COX11+ years Filed as: DODGE AND COX FUNDS-DODGX 94-609953 Service code 52 | Indirect Investment Fees | $53,355 |
MASSACHUSETTS FINANCIAL SERVICES CO11+ years Service code 52 · EIN 04-6551722 | Indirect Investment Fees | $43,434 |
14 funds hold $97.6M of the plan's $136M. From the 2025 filing. Recordkeeper: Keycorp Insurance Agency USA.
| Fund | Dollars | % of funds% |
|---|---|---|
| Washington Capital Management Washington Capital Management · Other | $20.5M | 21.0% |
| Dodge & Cox Global Stock Fund Dodge & Cox · Mutual fund | $15.0M | 15.4% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $10.5M | 10.7% |
| Vanguard Russell Vanguard · Mutual fund | $9.5M | 9.8% |
| MFS Growth Fund R5 MFS (Sun Life) · Mutual fund | $8.9M | 9.1% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund Index | $7.8M | 8.0% |
| Eupac Fund Manager not matched · Mutual fund | $7.5M | 7.7% |
| Vanguard Mtg-Backed Secs Fund Vanguard · Mutual fund | $3.9M | 4.0% |
| Quest Group II Collective Trust Manager not matched · Collective trust | $3.6M | 3.7% |
| iShares Core S&P Small-Cap ETF BlackRock · ETF Index | $2.9M | 2.9% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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 |
|---|---|---|
Carrie F. Vaughn Milliman, Inc. Schedule MB | Schedule MB | Pro |
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.