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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AEGIS RETIREMENT PARTNERS Service code 49 86 BAKER AVENUE EXTENSION · CONCORD, MA 01742 | Other Services | $13,955 |
17 funds of $250K or more; 19 lines in all, holding $30.0M of the plan's $30.2M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Nuveen Lifecycle Index, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 11 vintages | $19.1M | 63.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.9M | 13.1% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.0M | 6.6% |
| Voya Fixed Account Voya · Insurance contract | $1.4M | 4.7% |
| Nuveen Lifecycle Ind Rt In F R6 TIAA (Nuveen) · Mutual fund | $807K | 2.7% |
| Voya T. Rowe Price Capital Appreciation Portfolio T. Rowe Price · Mutual fund | $653K | 2.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $468K | 1.6% |
| MFS International Diversification Fund MFS (Sun Life) · Mutual fund | $321K | 1.1% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $275K | 0.9% |
| New Perspective Fund Capital Group · Mutual fund | $269K | 0.9% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.