Trustees Of Central States, Se And Sw Areas Pension Fund DB Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Trustees Of Central States, Se And Sw Areas Pension Fund
  • Sponsor EIN: 366044243
  • Sponsor Address: 8647 WEST HIGGINS ROAD, CHICAGO, IL, 606312803
  • Plan Type: DB
  • Total Participants: 38,102
  • Total Assets: $48.2B

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202438,102$48.2B$455.0M$1,714
202336,799$49.7B$514.6M$7,149
202248,538$42.6B$559.4M$6,058

Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

Provider Name Role Direct Compensation Indirect Compensation Total Fees
THE BANK OF NEW YORK MELLONOther Service Provider$8,658,926$8,658,926
INSIGHT NORTH AMERICA LLCOther Service Provider$4,233,791$4,233,791
BLACKROCK FINANCIAL MANAGEMENT INC.Other Service Provider$4,000,000$4,000,000
JP MORGAN INVESTMENT MANAGEMENT INCRecordkeeper$3,141,230$3,141,230
PAYDEN AND RYGELOther Service Provider$2,973,922$2,973,922
RUSSELL INV IMPLEMENTATION SRVCSInvestment Advisor$1,526,044$1,526,044
LOOMIS SAYLES AND COMPANYOther Service Provider$1,257,138$1,257,138
PGIM INCRecordkeeper$628,178$628,178
FIDELITY INSTITUTIONAL ASSET MGMTOther Service Provider$461,936$461,936
CDW DIRECTOther Service Provider$417,599$417,599
NORTHERN TRUST COMPANYOther Service Provider$393,305$393,305
GROOM LAW GROUP, CHARTEREDERISA Attorney$370,466$370,466
THE SEGAL COMPANYOther Service Provider$362,060$362,060
MICROSOFT CORPORATIONOther Service Provider$296,070$296,070
PETERSON TECHNOLOGY PARTNERS INCOther Service Provider$282,461$282,461
VITECH SYSTEMS SUB INCOther Service Provider$275,689$275,689
MELLON INVESTMENTS CORPORATIONOther Service Provider$235,860$235,860
WITHUM SMITH & BROWN, PCAuditor$223,080$223,080
SCHIELE GRAPHICS INCOther Service Provider$220,558$220,558
FERNANDO J RODRIGUEZRecordkeeper$204,605$204,605
THOMAS C NYHANRecordkeeper$197,959$197,959
5WYRE LLCOther Service Provider$160,169$160,169
JOHN J FRANCZYKRecordkeeper$154,094$154,094
HOLLY GUSTAFSONRecordkeeper$153,440$153,440
BRAD R BERLINERRecordkeeper$153,259$153,259
PENSION BENEFIT INFORMATION LLCOther Service Provider$153,000$153,000
DEVSQUADOther Service Provider$150,654$150,654
ROBERT A. COCORecordkeeper$149,034$149,034
MICHAEL STUBERRecordkeeper$147,867$147,867
ANDREW M SPRAURecordkeeper$147,785$147,785
DORICE M SUCKOWRecordkeeper$143,809$143,809
BONNIE A VELAZQUEZRecordkeeper$143,608$143,608
CHARLEY H LEERecordkeeper$143,594$143,594
DONNA J KUXHAUSERecordkeeper$142,384$142,384
JEANNETTE B ROSZKORecordkeeper$141,928$141,928
IT ASSOCIATES INCOther Service Provider$141,573$141,573
CESAR ALVAREZRecordkeeper$141,172$141,172
JAYNE CAMINITIRecordkeeper$141,131$141,131
INFOR US INCOther Service Provider$140,491$140,491
RITA M MANFREDINIRecordkeeper$139,108$139,108
AMY L PUCHALSKIRecordkeeper$138,688$138,688
LAUREN A SCHREIBERRecordkeeper$138,442$138,442
TRACY L STALLWORTHRecordkeeper$137,748$137,748
MATTHEW S DRAGOORecordkeeper$136,771$136,771
MARTIN G EGANRecordkeeper$135,538$135,538
TERESA M ZUNIGARecordkeeper$135,391$135,391
CHARLOTTE YANKOWSKIRecordkeeper$134,886$134,886
PATRICK SLOANRecordkeeper$134,437$134,437
CENTURYLINKOther Service Provider$134,085$134,085
ANN SCHROEDERRecordkeeper$133,348$133,348
TIMOTHY C REUTERRecordkeeper$133,169$133,169
JOSEPH D WIATERRecordkeeper$132,550$132,550
TINA M KEENARecordkeeper$132,097$132,097
LEDA BARATTIRecordkeeper$132,021$132,021
ELIZABETH LOPEZRecordkeeper$131,871$131,871
MARY A CHAVEZRecordkeeper$131,057$131,057
CARMELA BAGNOLARecordkeeper$128,230$128,230
CECILIA FORDRecordkeeper$127,837$127,837
STEVEN J VAN ROSSEMRecordkeeper$126,982$126,982
NATALIE M PLUCINSKIRecordkeeper$126,111$126,111
MARKLYN W PIERRERecordkeeper$125,097$125,097
ELIZABETH P ALLENRecordkeeper$124,763$124,763
PATRICIA A SHILNEYRecordkeeper$124,681$124,681
ANDREW J HERINKRecordkeeper$124,515$124,515
VIANETT ALFARORecordkeeper$124,434$124,434
ANDREA C CULLINANRecordkeeper$122,479$122,479
TIMOTHY E CHRISTIANSRecordkeeper$122,128$122,128
MEGAN GRIFFITHSRecordkeeper$120,921$120,921
VICTORIA BENITEZRecordkeeper$120,695$120,695
KARL LEWISRecordkeeper$120,655$120,655
BRIAN P SCHROEDERRecordkeeper$120,637$120,637
KATHLEEN A BYRNERecordkeeper$119,968$119,968
ORACLE AMERICA INCOther Service Provider$118,387$118,387
PETER PRIEDERecordkeeper$117,644$117,644
LISA SEIFRIDRecordkeeper$117,431$117,431
ALEXANDRIA M BENDINELLIRecordkeeper$117,160$117,160
BRADLEY GRIMESRecordkeeper$115,453$115,453
KYLE J GADBOISRecordkeeper$115,350$115,350
NIKKI A BACZKOWSKIRecordkeeper$115,103$115,103
ALBERT M MADDENRecordkeeper$114,978$114,978
ASHLEY WIRZRecordkeeper$112,987$112,987
CAO ANALYTICS LLCOther Service Provider$112,000$112,000
HOPE A. MARTINRecordkeeper$109,300$109,300
RYAN J BARRRecordkeeper$108,950$108,950
REBECCA MCMAHONRecordkeeper$108,827$108,827
ANTHONY NAPOLIRecordkeeper$108,387$108,387
MACIEJ JANUSRecordkeeper$107,646$107,646
SAYERSOther Service Provider$107,271$107,271
JACQUELYN R RODGERSRecordkeeper$107,135$107,135
DANIEL SHEPARDRecordkeeper$106,910$106,910
FRANK J CAREYRecordkeeper$105,781$105,781
CUSHMAN & WAKEFIELD INCOther Service Provider$105,526$105,526
CRESCENT CLEANING COMPANYOther Service Provider$105,209$105,209
JANICE RABBITRecordkeeper$104,374$104,374
THOMAS WEITHERSRecordkeeper$102,633$102,633
ALLIED UNIVERSAL SECURITY SERVICESOther Service Provider$102,221$102,221
ANDREW MARIONRecordkeeper$101,984$101,984
THOMSON REUTERS - WESTOther Service Provider$100,555$100,555
MICHAEL MULLANERecordkeeper$100,103$100,103
APEX SYSTEMS LLCOther Service Provider$99,577$99,577
TAMI LANTZ CRAIGRecordkeeper$99,385$99,385
JAMES P EDERRecordkeeper$99,116$99,116
RYAN MCSHEARecordkeeper$99,066$99,066
GARCIA HAMILTON AND ASSOCIATESOther Service Provider$98,784$98,784
MATTHEW WEBERRecordkeeper$98,100$98,100
SEGAL ADVISORS INCOther Service Provider$97,613$97,613
JEANETTE E KIMRecordkeeper$94,776$94,776
PADMAJA SIRIPURAMRecordkeeper$94,464$94,464
CONSTELLATION NEWENERGY INCOther Service Provider$94,294$94,294
JEFFREY T HEPPERecordkeeper$94,196$94,196
DANIEL E SULLIVANRecordkeeper$94,184$94,184
LUIS GOMEZRecordkeeper$94,090$94,090
ST CROIX PRESS INCOther Service Provider$93,704$93,704
CARL E SNYDERRecordkeeper$93,646$93,646
GLORIA J CATANESERecordkeeper$93,200$93,200
JUSTIN D MACKOWIAKRecordkeeper$92,907$92,907
BRANDON BUYERSRecordkeeper$92,410$92,410
RELMAP SOFTWARE INCOther Service Provider$92,138$92,138
CLEARDATA NETWORKS INCOther Service Provider$91,103$91,103
LEVI RAY & SHOUP INCOther Service Provider$90,279$90,279
PHOENIX MSA HOLDINGS LLCOther Service Provider$89,830$89,830
ANNA SIONEKRecordkeeper$89,640$89,640
DOUGLAS A GREGGRecordkeeper$89,564$89,564
MATTHEW J LIPPERTRecordkeeper$88,451$88,451
THOMAS B BAXARecordkeeper$87,693$87,693
ANNE M LAMMERSRecordkeeper$86,335$86,335
BRENDAN MASONRecordkeeper$85,744$85,744
HOWARD A LEVYRecordkeeper$85,243$85,243
CRYSTAL L HAMILTONRecordkeeper$85,027$85,027
LOIS J YURecordkeeper$84,914$84,914
BRECK G HAYDENRecordkeeper$84,902$84,902
MARY A. POMAGIERRecordkeeper$83,354$83,354
ALEXANDER J ZEMKERecordkeeper$82,532$82,532
MARK L HOPPERecordkeeper$82,190$82,190
V-SOFT CONSULTINGOther Service Provider$80,925$80,925
BRIAN SZOTTRecordkeeper$80,814$80,814
KEVIN P LYNCHRecordkeeper$80,628$80,628
KANIKA M WALKERRecordkeeper$80,574$80,574
CHRISTIAN A MUELLERRecordkeeper$80,527$80,527
CARA M ANTHANEYRecordkeeper$80,255$80,255
DANIEL ZAWADZKIRecordkeeper$80,095$80,095
LUCIO A FIGUEROARecordkeeper$79,667$79,667
MARTY J MICHEFFRecordkeeper$79,502$79,502
CURTIS P DRACKARecordkeeper$79,453$79,453
KEVIN T KOCHRecordkeeper$78,752$78,752
LAURA B ELVIRARecordkeeper$78,520$78,520
DANIEL M SPRATTRecordkeeper$78,516$78,516
VUKASIN KOPRIVICARecordkeeper$77,767$77,767
AMA GYIMAHRecordkeeper$76,896$76,896
VIRIDIANA ANGUIANORecordkeeper$76,591$76,591
PETER BIERNATRecordkeeper$76,199$76,199
ANTHONY J CLARKERecordkeeper$76,197$76,197
JEFFREY W DEWEYRecordkeeper$75,977$75,977
MARK CAMPOSAGRADORecordkeeper$75,872$75,872
LATISHA MCCAINRecordkeeper$75,784$75,784
PATRICIA R DORANRecordkeeper$75,747$75,747
MICHAEL I SHEDROFFRecordkeeper$75,206$75,206
MARK S VIRTELRecordkeeper$74,571$74,571
JAMES C POWERSRecordkeeper$74,527$74,527
DANIEL T EWERSRecordkeeper$74,332$74,332
HELEN A LOZANORecordkeeper$74,307$74,307
AUSTIN POPERecordkeeper$74,305$74,305
PETER ROSNERRecordkeeper$73,957$73,957
MARK W. SCHNEIDERRecordkeeper$73,670$73,670
GEORGE O HANSENRecordkeeper$73,514$73,514
REBECCA A ZURAWSKIRecordkeeper$73,276$73,276
STEPHANIE E SANDERSRecordkeeper$72,528$72,528
EPSTEIN BECKER & GREEN PCERISA Attorney$72,374$72,374
HUNTER J STEWARTRecordkeeper$72,267$72,267
PETER NAYMANRecordkeeper$72,175$72,175
WILLIAM J SCHMITTRecordkeeper$71,932$71,932
LLOYD E THARELRecordkeeper$71,657$71,657
THOMAS FORKENBROCKRecordkeeper$71,568$71,568
JOSEPH M PATONRecordkeeper$71,262$71,262
JULIANNE POSCHRecordkeeper$71,074$71,074
ALEXANDER D JAFFRAYRecordkeeper$71,067$71,067
MICHAEL I CAMPIONRecordkeeper$70,795$70,795
JONATHAN N ROGERSRecordkeeper$70,445$70,445
SAMUEL TUTOKYRecordkeeper$70,373$70,373
MICHAEL J MICHELINIRecordkeeper$70,304$70,304
JENNIFER M CISMESIARecordkeeper$70,198$70,198
LOUIS P MARTIN JRRecordkeeper$70,060$70,060
JEFFREY T ORRENDERRecordkeeper$69,644$69,644
ALYSSE PIGGOTTRecordkeeper$69,629$69,629
MICHELLE SCHAEFERRecordkeeper$69,469$69,469
JON C FELSKERecordkeeper$69,453$69,453
ALEXANDER SHKLOVSKYRecordkeeper$69,124$69,124
MICHAEL L GOELLNERRecordkeeper$68,897$68,897
ROBERT HALF TECHNOLOGYOther Service Provider$68,742$68,742
CATHY A BRANERRecordkeeper$68,499$68,499
YESENIA MACIAS PEREZRecordkeeper$68,354$68,354
ALONZO MCMATHRecordkeeper$68,310$68,310
ERIKA M WAGNERRecordkeeper$68,245$68,245
SYEDA M FATIMAHRecordkeeper$67,942$67,942
MICHAEL RAKHMANRecordkeeper$67,230$67,230
SEAN MCEWANRecordkeeper$66,851$66,851
DANIEL M CLARKRecordkeeper$66,479$66,479
REQUEST TECHNOLOGY LLCOther Service Provider$66,092$66,092
DEBBIE BOLDENRecordkeeper$65,598$65,598
AISHA DHORAJIWALARecordkeeper$65,481$65,481
GEORGE F MICHOLSONRecordkeeper$65,348$65,348
MELISSA HERTELRecordkeeper$65,181$65,181
TEENA L FRANKLINRecordkeeper$65,173$65,173
KELLY E SULLIVANRecordkeeper$64,850$64,850
ABDUL RAHMAN M BAIGRecordkeeper$64,730$64,730
BENITA PLUMERecordkeeper$64,719$64,719
GABRIELLE KOSCHERecordkeeper$64,158$64,158
COMO NEGRETERecordkeeper$64,120$64,120
MOHAMMAD B SHADMEHRRecordkeeper$63,904$63,904
PAMELA SKUBALRecordkeeper$63,096$63,096
GREGORY M SLESZYNSKIRecordkeeper$62,630$62,630
LINDA A DEKELAITARecordkeeper$61,224$61,224
JASON CHILDRESSRecordkeeper$60,834$60,834
SUNDARAVEL GOVINDARAJULURecordkeeper$60,637$60,637
KIMBERLY A STREMRecordkeeper$60,618$60,618
VALERIE DEBORINRecordkeeper$60,429$60,429
STACEY L SZTYMRecordkeeper$60,341$60,341
LUCYNA E SADOWSKARecordkeeper$60,300$60,300
NANCY B GAHBAUERRecordkeeper$59,818$59,818
AMBER ALLENRecordkeeper$59,722$59,722
AARON BOSSENGARecordkeeper$59,605$59,605
KRISTY FAFINSKIRecordkeeper$59,286$59,286
DHAVAL PAREKHRecordkeeper$59,236$59,236
JOHN YOUNGRecordkeeper$58,916$58,916
ELEANOR L MARTINRecordkeeper$58,650$58,650
KYLE D MENDEZRecordkeeper$58,446$58,446
JILL D GRUVERRecordkeeper$58,444$58,444
LUCIA E FLORESRecordkeeper$58,100$58,100
KIMBERLY ANN STEINRecordkeeper$57,593$57,593
CHRISTINA M POWERSRecordkeeper$57,588$57,588
JILL ERICKSONRecordkeeper$57,012$57,012
BRYAN LEGANSKIRecordkeeper$56,653$56,653
IT HARDWARE PLUS LLCOther Service Provider$55,634$55,634
HAYDEE HERNANDEZRecordkeeper$55,313$55,313
EUGENI LOKOTKINRecordkeeper$55,107$55,107
VAMANA SYSTEMS INCOther Service Provider$54,988$54,988
FELICE PATTIRecordkeeper$54,770$54,770
MITCHELL MARTIN INCOther Service Provider$54,658$54,658
CATHERINE SCHUHRecordkeeper$54,533$54,533
PATRICIA A. FORNINORecordkeeper$54,272$54,272
MARY KOURETASRecordkeeper$54,144$54,144
ANDRO T VILLACASTINRecordkeeper$53,850$53,850
ANDREW BOOSERecordkeeper$53,587$53,587
DONNA M WATERSRecordkeeper$53,496$53,496
REBECCA E JENSENRecordkeeper$53,224$53,224
CHARLES SCHREIBERRecordkeeper$52,530$52,530
JENNIFER R ORSTROMRecordkeeper$52,371$52,371
JACQUELINE KOVACSRecordkeeper$52,094$52,094
THOMAS A. NAVARRORecordkeeper$52,078$52,078
DONNALYN GULINORecordkeeper$52,038$52,038
DONALD FUNKRecordkeeper$51,757$51,757
MARGARET DETTLOFFRecordkeeper$51,317$51,317
MEGAN L GUTGSELLRecordkeeper$51,236$51,236
MARY BETH HARTFORDRecordkeeper$51,130$51,130
JACQUELINE KITOWSKIRecordkeeper$50,960$50,960
KARI E SCHOFIELDRecordkeeper$50,947$50,947
ILEANA ARROYORecordkeeper$50,879$50,879
WORK FRIENDLY CONSULTINGOther Service Provider$50,412$50,412
SARAH D. MAHLERRecordkeeper$50,398$50,398
VINCENT TUZILRecordkeeper$50,191$50,191
JUDITHA A SEGHERSRecordkeeper$50,169$50,169
EVELYN PASCUALRecordkeeper$50,016$50,016
DEBORAH TANSLEYRecordkeeper$49,959$49,959
MATTHEW T MILLERRecordkeeper$49,876$49,876
HEATHER SCHISSELRecordkeeper$49,802$49,802
BARUCH LOEVSKIRecordkeeper$49,730$49,730
CHAD E CARTWRIGHTRecordkeeper$49,677$49,677
GUADALUPE LOPEZRecordkeeper$49,590$49,590
VICKY L HUNTRecordkeeper$49,334$49,334
KAMILA ALLENRecordkeeper$49,282$49,282
KARLA J GENITONIRecordkeeper$49,155$49,155
JOHN M STRAPKORecordkeeper$49,020$49,020
TALENTCRAFT LLCOther Service Provider$48,923$48,923
KAMAL EL MASLEMRecordkeeper$48,844$48,844
CAROL A. HURONRecordkeeper$48,613$48,613
JOSEPH P SCOLARecordkeeper$48,544$48,544
MICHAEL RIVERARecordkeeper$48,477$48,477
AARON D BROWNRecordkeeper$48,439$48,439
CHRISTOPHER G BERRYRecordkeeper$47,974$47,974
ERIC CONTRERASRecordkeeper$47,958$47,958
CYNTHIA A MCGINNISRecordkeeper$47,945$47,945
LISA R RICHARDSONRecordkeeper$47,937$47,937
JENICA A SANTELLARecordkeeper$47,857$47,857
KIARA M HAMILTONRecordkeeper$47,641$47,641
WILLIAM MCGRATHRecordkeeper$47,443$47,443
NICHOLAS P MORANRecordkeeper$47,406$47,406
HUBERT D NOWACKIRecordkeeper$47,375$47,375
KRISTINE HEINTZRecordkeeper$47,272$47,272
GUY H NOFFKERecordkeeper$47,266$47,266
OLIVIA M CASSIDYRecordkeeper$47,199$47,199
JASCULCA TERMAN STRATEGIC COMMOther Service Provider$46,808$46,808
NICOLE FAJDICHRecordkeeper$46,749$46,749
MARIA A CALAFIORERecordkeeper$46,103$46,103
TINA ERICKSONRecordkeeper$45,903$45,903
HEIDE M HOSEINRecordkeeper$45,591$45,591
BONNIE PAYNERecordkeeper$45,303$45,303
FELIKS I SHVABRecordkeeper$45,280$45,280
JEANINE D WHITERecordkeeper$45,147$45,147
JOHN ALIFERISRecordkeeper$45,140$45,140
JESSE MOSHIRecordkeeper$45,092$45,092
DARRY B WELLSRecordkeeper$44,777$44,777
TANEESHA R JACKSONRecordkeeper$44,652$44,652
JENNIFER RUMOWSKIRecordkeeper$44,591$44,591
ISAMAR DIAZRecordkeeper$44,533$44,533
MICHAEL MORRISONRecordkeeper$44,136$44,136
MELODY L FOLEYRecordkeeper$43,902$43,902
SULLIVAN HAZELTINE ALLINSON LLCOther Service Provider$43,678$43,678
ROGETTE M ARMIJORecordkeeper$43,657$43,657
CHRISTY PICHARDORecordkeeper$43,564$43,564
ALBERT C SARNO IIIRecordkeeper$43,437$43,437
SVETLANA TABAKRecordkeeper$43,332$43,332
ANDREW GRIFFINRecordkeeper$43,190$43,190
VICTOR A MELENDEZRecordkeeper$42,948$42,948
LUIS R QUINTERORecordkeeper$42,869$42,869
TOMASZ WIDELRecordkeeper$42,393$42,393
KESHEBA S BROWNRecordkeeper$42,275$42,275
JUSTIN R GOODPASTERRecordkeeper$42,159$42,159
CATHLEEN HANNAN KENNYRecordkeeper$41,678$41,678
NELDA J KARASRecordkeeper$41,579$41,579
KRISTEN A KRISTENSENRecordkeeper$41,410$41,410
INSIGHT DIRECT USA INCOther Service Provider$41,335$41,335
LISA FANELLARecordkeeper$41,303$41,303
CONCORD TECHNOLOGIESOther Service Provider$41,179$41,179
DEANNA J SCHAFERRecordkeeper$40,237$40,237
WIOLETA GOLEBIEWSKARecordkeeper$40,052$40,052
NINA PIETRASZEKRecordkeeper$39,800$39,800
GABRIELLE PILGRIMRecordkeeper$39,784$39,784
DEREK J SCHNUPPRecordkeeper$39,686$39,686
UPS MAIL INNOVATIONSOther Service Provider$39,102$39,102
ROBERT SMITHRecordkeeper$38,901$38,901
CHRISTOPHER D JONESRecordkeeper$38,682$38,682
KAREN O BELLINIRecordkeeper$38,659$38,659
ROBERT S SANTANGELORecordkeeper$38,440$38,440
JOSEPH M JOGMENRecordkeeper$38,352$38,352
BRANDT M SURDYKRecordkeeper$37,912$37,912
STEPHEN TAORecordkeeper$37,680$37,680
ALTEC PRODUCTS LLCOther Service Provider$37,189$37,189
ELIZABETH TOBERRecordkeeper$37,104$37,104
TRACY GERHARDTRecordkeeper$36,903$36,903
GAYLE M HEMPELRecordkeeper$36,884$36,884
GAIL PRIESTLEYRecordkeeper$36,695$36,695
SUSAN O CAMPRecordkeeper$36,020$36,020
TIM KRUMWIEDERecordkeeper$35,951$35,951
VANNESSA ROCHARecordkeeper$35,735$35,735
JACK WIERSRecordkeeper$35,275$35,275
BRETT M FARRENKOPFRecordkeeper$34,813$34,813
CONSTANCE MOLLEDARecordkeeper$34,475$34,475
RICARDO SILVARecordkeeper$33,983$33,983
DAVID A FANCIULLACCIRecordkeeper$33,967$33,967
RACHEL N BENDUHARecordkeeper$33,716$33,716
ALICIA J WILLIAMSRecordkeeper$33,642$33,642
FRANK T BLECHSCHMIDTRecordkeeper$33,421$33,421
AZUBA CORPORATIONOther Service Provider$33,303$33,303
GASSAN ALRAHIRecordkeeper$33,298$33,298
NENOS MARMARecordkeeper$33,230$33,230
JAMES DEBLASIORecordkeeper$33,179$33,179
MARK EVAN PETERSRecordkeeper$33,121$33,121
JOHN FLOWERSRecordkeeper$32,852$32,852
GINA GRANDERecordkeeper$32,852$32,852
ROSARIO A GUERCIORecordkeeper$32,840$32,840
NATALIE V SILVERMANRecordkeeper$32,723$32,723
ZACHARY BARRETTRecordkeeper$32,350$32,350
JUSTIN A RATAJCZAKRecordkeeper$32,132$32,132
MINDSIGHTOther Service Provider$31,858$31,858
YASSIR JERMOUMIRecordkeeper$31,637$31,637
LAUREN T MATZIGRecordkeeper$31,488$31,488
PRAJNA N JANARDHANARecordkeeper$31,206$31,206
JOHN D. BEYLERRecordkeeper$30,744$30,744
FARHA NAAZRecordkeeper$30,676$30,676
MARGAUX M MAYSRecordkeeper$30,497$30,497
NICOLE M SHREEVESRecordkeeper$30,052$30,052
GARY DUNHAMCustodian / Trustee$30,047$30,047
FNU ISHRAT JAHAN BEGUMRecordkeeper$30,027$30,027
CHELSEA HURecordkeeper$29,998$29,998
RATHNA C RODGERSRecordkeeper$29,994$29,994
KRISTIN A VILLASENORRecordkeeper$29,965$29,965
BRIAN G CAMPBELLRecordkeeper$29,900$29,900
PATRICK W FITTONRecordkeeper$29,730$29,730
MOTION RECRUITMENT PARTNERS LLCOther Service Provider$29,210$29,210
MARK ESSINGTONRecordkeeper$29,199$29,199
SUSAN K WAUGHRecordkeeper$28,651$28,651
TERENCE KENNEDYRecordkeeper$28,557$28,557
JOSEPH E BOBLAKRecordkeeper$28,162$28,162
ERIKA R BARBERRecordkeeper$27,580$27,580
XALIENT INCOther Service Provider$27,489$27,489
JENNIFER L DEKETTRecordkeeper$27,260$27,260
BRIAN HANLONRecordkeeper$27,199$27,199
ANDREW J GUENTHERRecordkeeper$27,152$27,152
SARAH M GORTOWSKIRecordkeeper$26,931$26,931
ANNE C KEALYRecordkeeper$26,635$26,635
SERVICENOW INCOther Service Provider$26,270$26,270
ASHLEY R BOLDYGARecordkeeper$26,152$26,152
CHRISTINA A HATALARecordkeeper$25,925$25,925
GARRY S VANDEVUSSERecordkeeper$25,817$25,817
CATHY M. PITZAFERRORecordkeeper$25,747$25,747
MARK F. ANGERAMECustodian / Trustee$25,562$25,562
VAN K VORecordkeeper$25,392$25,392
JENNIFER A CORLUKARecordkeeper$25,009$25,009
TREVOR LAWRENCECustodian / Trustee$23,027$23,027
HEINZ STRATEGIES LLCOther Service Provider$22,500$22,500
UX 4SIGHT INCOther Service Provider$21,458$21,458
EXECUTIVE CONSTRUCTION INCOther Service Provider$20,449$20,449
W HIGGINS SUBDIVISION MASTER ASSOCOther Service Provider$20,327$20,327
HALOCK SECURITY LABSOther Service Provider$20,038$20,038
STOUT RISIUS ROSS LLCOther Service Provider$19,933$19,933
GARTNER INCOther Service Provider$19,656$19,656
SOFTWARE ANALYSIS CORPOther Service Provider$19,235$19,235
SECURITYSCORECARD INCOther Service Provider$18,106$18,106
SOLIMAR SYSTEMS INCOther Service Provider$16,721$16,721
NEXTPOINT INCOther Service Provider$16,442$16,442
JB CONSULTING & ADVISORY GROUP LLCOther Service Provider$16,047$16,047
OPTOMI LLCOther Service Provider$15,938$15,938
ALLTECH EXPERTS LLCOther Service Provider$15,898$15,898
RESOURCESOFT INCOther Service Provider$15,080$15,080
ACP CREATIVIT LLCOther Service Provider$14,090$14,090
PLURALSIGHT LLCOther Service Provider$14,065$14,065
ALIXPARTNERS LLPOther Service Provider$12,920$12,920
UPSOther Service Provider$12,382$12,382
CLEO COMMUNICATIONS US LLCOther Service Provider$12,042$12,042
CHARLES A. WHOBREYCustodian / Trustee$12,033$12,033
LANDCARE USA LLCOther Service Provider$11,959$11,959
PARK PLACE TECHNOLOGIES LLCOther Service Provider$11,953$11,953
ERM SOLUTIONS LLCOther Service Provider$11,887$11,887
DYNATRACE LLCOther Service Provider$11,818$11,818
IWCO DIRECTOther Service Provider$11,784$11,784
RANDSTAD TECHNOLOGIES LLCOther Service Provider$11,763$11,763
RICHARD K. ELLISCustodian / Trustee$11,701$11,701
SYNERTECH INCOther Service Provider$11,318$11,318
ALLIANT INSURANCE SERVICES INCOther Service Provider$11,154$11,154
KONICA MINOLTA BUSINESS SOLUTIONSOther Service Provider$11,148$11,148
CROWN CASTLE FIBER LLCOther Service Provider$10,948$10,948
MILLIMAN INCRecordkeeper$10,888$10,888
SIERRA ITSOther Service Provider$10,724$10,724
AMLINGS INTERIOR LANDSCAPEOther Service Provider$10,615$10,615
TALAKAV SOLUTIONS LLCOther Service Provider$10,195$10,195
MEGAPORT USA INCOther Service Provider$9,910$9,910
GARY CALDWELLCustodian / Trustee$9,796$9,796
DILIGENT CORPORATIONOther Service Provider$9,706$9,706
HITACHI SOLUTIONS AMERICA LTDOther Service Provider$9,684$9,684
LINKEDIN CORPORATIONOther Service Provider$9,638$9,638
IMANAGE LLCOther Service Provider$9,546$9,546
OPEN TEXT INCOther Service Provider$9,416$9,416
ANDOVER LLCOther Service Provider$9,410$9,410
KAMERON HARGROVEOther Service Provider$9,326$9,326
RICHARD FITZGERALDOther Service Provider$9,315$9,315
MARTINA JOSIMOVSKAOther Service Provider$9,298$9,298
KONE INCOther Service Provider$9,121$9,121
IGLOO INCOther Service Provider$8,817$8,817
AT&T MOBILITYOther Service Provider$8,785$8,785
THINKNORTH LLCOther Service Provider$8,398$8,398
JOSEPH P. GRONEKCustodian / Trustee$8,349$8,349
CARDINAL COLORGROUPOther Service Provider$8,243$8,243
AVI-SPL LLCOther Service Provider$8,096$8,096
HEX TECHNOLOGIES INCOther Service Provider$8,068$8,068
PROOFPOINTOther Service Provider$8,056$8,056
VERITEXTOther Service Provider$7,936$7,936
UNITED STATES ALLIANCE FIRE PROT.Other Service Provider$7,801$7,801
CYXTERA COMMUNICATIONS LLCOther Service Provider$7,645$7,645
LEVEL 3 COMMUNICATIONS LLCOther Service Provider$7,538$7,538
MELISSA DATA CORPORATIONOther Service Provider$7,479$7,479
KFORCE INCOther Service Provider$7,304$7,304
ICIMS INCOther Service Provider$6,880$6,880
BOSOther Service Provider$6,839$6,839
DROPBOX INCOther Service Provider$6,660$6,660
AT&T ILLINOISOther Service Provider$6,637$6,637
STERICYCLE INCOther Service Provider$6,626$6,626
LEANIX INCOther Service Provider$6,572$6,572
EXPERTISE SOLUTIONS INCOther Service Provider$6,300$6,300
HEAP INCOther Service Provider$6,160$6,160
JENSEN HUGHES INCOther Service Provider$5,935$5,935
DONOMA SOFTWAREOther Service Provider$5,906$5,906
CONTROLUP INCOther Service Provider$5,830$5,830
THOMSON REUTERS TAX & ACCOUNTINGOther Service Provider$5,749$5,749
ZIPRECRUITER INCOther Service Provider$5,526$5,526
SITECORE USA INCOther Service Provider$5,456$5,456
ROCKETSCIENCE CORPORATION INCOther Service Provider$5,114$5,114
LRS LLCOther Service Provider$5,061$5,061

Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

  • Total Service Provider Fees: $57,902,529
  • Estimated Expense Ratio: 0.120% of plan assets

Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

Year Total Admin Expenses Investment Mgmt Fees Contract Admin Fees IQPA Audit Fees Professional Fees
2024$76,903,560$21,261,255$223,080
2023$74,372,352$25,594,985$192,836
2022$52,768,475$6,496,854$1,866,853

Similar Plans