Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC4 years Filed as: EQUITABLE LIFE INSURANCE COMPANY Service code 15 · EIN 13-5570651 | Recordkeeping | $0 |
15 funds of $250K or more; 30 lines in all, holding $13.3M of the plan's $13.5M. From the 2025 filing. Recordkeeper: Equitable Advisors.
Target-date series: Vanguard Target Retirement, other, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Separate account Target-date, 11 vintages | $7.6M | 56.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Separate account Index | $1.5M | 11.2% |
| JPMorgan Core Plus Bond Fund Class R6 JPMorgan · Separate account | $1.0M | 7.6% |
| Columbia Global Technology Growth Fund Institutional Class Ameriprise (Columbia Threadneedle) · Separate account | $416K | 3.1% |
| Fidelity Nasdaq Composite Index Fund Fidelity (FMR) · Separate account Index | $412K | 3.1% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Separate account Index | $333K | 2.5% |
| Vanguard Developed Markets Index AD Vanguard · Separate account Index | $313K | 2.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Separate account Index | $279K | 2.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Separate account Index | $271K | 2.0% |
| AB Government Money Market Portfolio Class I AllianceBernstein · Money market | $233K | 1.7% |
Changed share class on 1 fund. Changed vehicle on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeColumbia Global Technology Growth Fund Institutional 3 Class to Columbia Global Technology Growth Fund Institutional Class | $328K to $416K |
| Other vehicle moveVanguard Developed Markets Index Fund Admiral Shares to Vanguard Developed Markets Index ADmutual fund to separate account | $226K to $313K |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.