Filings through .
Filed March 27, 2007
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 99 · EIN 04-1590850 | Other Fees | $57,353 |
Filed as: MML INVESTORS SERVICES INC Service code 99 · EIN 04-2746212 | Other Fees | $33,814 |
THE ANGELL PENSION GROUP, INC.11+ years Service code 99 · EIN 04-2530412 | Other Fees | $21,580 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 99 · EIN 13-3036745 | Other Fees | $12,119 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $8,106 |
CARON & BLETZER, PLLC4 years Filed as: CARON AND BLETZER Service code 99 · EIN 04-3499945 | Other Fees | $7,750 |
30 funds of $250K or more; 22 lines in all, holding $71.5M of the plan's $74.8M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 33% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $23.8M | 33.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $11.7M | 16.4% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $7.8M | 10.9% |
| Voya Fixed Account Voya · Insurance contract | $3.1M | 4.3% |
| Dodge & Cox Stock Fund Class I Dodge & Cox · Mutual fund | $2.8M | 3.8% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $2.6M | 3.6% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.3M | 3.3% |
| Fidelity Growth Strategies K6 Fund Fidelity (FMR) · Mutual fund | $2.1M | 2.9% |
| John Hancock Bond Fund Class R6 John Hancock (Manulife) · Mutual fund | $2.1M | 2.9% |
| Fidelity Advisor International Capital Appreciation Z Fund Fidelity (FMR) · Mutual fund | $1.8M | 2.6% |
Added 1 fund, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedVirtus KAR Mid-Cap Core Fund Class R6 | $2.3M |
| AddedFidelity Growth Strategies K6 Fund | $2.1M |
| DroppedNEW Perspective Fund Class R-6 | $1.6M |
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 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.