Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ROCKLAND TRUST1 year Filed as: ROCKLAND TRUST GROUP Service code 99 · EIN 04-1782600 | Other Fees | $5,142 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 99 · EIN 04-2530412 | Other Fees | $1,918 |
3 funds of $250K or more; 16 lines in all, holding $3.1M of the plan's $3.2M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| MyCompass Index Moderate 2035 Fund - Fee Class R CIT Manager not matched · Collective trust Index | $1.1M | 35.0% |
| MyCompass Index Moderate 2045 Fund - Fee Class R CIT Manager not matched · Collective trust Index | $772K | 25.2% |
| MyCompass Index Moderate Retirement Fund - Fee Class R CIT Manager not matched · Collective trust Index | $598K | 19.5% |
| MyCompass Index Moderate 2055 Fund - Fee Class R CIT Manager not matched · Collective trust Index | $250K | 8.2% |
| Voya Fixed Account Voya · Insurance contract | $239K | 7.8% |
| MyCompass Index Moderate 2065 Fund - Fee Class R CIT Manager not matched · Collective trust Index | $102K | 3.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Separate account Index | $10K | 0.3% |
| NEW World Fund INC Class R-6 Capital Group · Separate account | $7K | 0.2% |
| Eupac Fund Class R-6 Capital Group · Separate account | $5K | 0.2% |
| Blackrock 40/60 Target Allocation K BlackRock · Separate account | $1K | <0.1% |
Added 3 funds, dropped 5 funds.
| Fund | Year-end value |
|---|---|
| AddedMyCompass Index Moderate 2035 Fund - Fee Class R CIT | $1.1M |
| AddedMyCompass Index Moderate 2045 Fund - Fee Class R CIT | $772K |
| AddedMyCompass Index Moderate Retirement Fund - Fee Class R CIT | $598K |
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.
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.