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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DEFINITI RETIREMENT PLAN SERVICES Service code 11 · EIN 25-1809719 | Actuarial | $18,315 |
RELIANCE TRUST COMPANY11+ years Service code 21 · EIN 58-1428634 | Bank Trustee | $15,444 |
MORISON COGEN LLP9 years Filed as: MORISON COGEN Service code 10 · EIN 23-1406493 | Accounting | $13,000 |
4 funds of $250K or more; 9 lines in all, holding $4.8M of the plan's $4.8M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Bond Market Index Fund Vanguard · ETF Index | $2.0M | 41.8% |
| Vanguard Ftse All-World ex-US Index Fund Vanguard · ETF Index | $742K | 15.6% |
| Vanguard Value ETF Vanguard · ETF Index | $737K | 15.5% |
| Vanguard Growth ETF Vanguard · ETF Index | $732K | 15.4% |
| Vanguard Mid-Cap ETF Vanguard · ETF | $180K | 3.8% |
| Vanguard Intermediate Term Cor ETF Vanguard · ETF Index | $111K | 2.3% |
| iShares iBoxx $ High Yield Corporate Bond ETF BlackRock · ETF Index | $109K | 2.3% |
| Money market Schwab Treasury Money Market Charles Schwab · Money market | $95K | 2.0% |
| Vanguard Smail Cap ETF Vanguard · ETF | $60K | 1.3% |
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 |
|---|---|---|
Daniel G. McCarthy Definiti LLC 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.