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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $34,139 |
Filed as: MERRILL LYNCH RETIRE & BENEFIT SVCS Service code 27 · EIN 13-5674085 | Advisory (Plan) | $31,163 |
22 funds of $250K or more; 33 lines in all, holding $14.3M of the plan's $15.1M. From the 2025 filing. Recordkeeper: Ascensus.
Target-date series: American Funds Target Date, mutual fund, 11% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $1.8M | 12.7% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $1.6M | 11.3% |
| GM JHancock Bond R6 Manager not matched · Mutual fund | $922K | 6.4% |
| JPMorgan Government Bond Fund Class R6 JPMorgan · Mutual fund | $869K | 6.1% |
| GM Columbia Dividend Income I3 Ameriprise (Columbia Threadneedle) · Mutual fund | $774K | 5.4% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $765K | 5.3% |
| GM Loomis Sayles Global Allocation N Natixis IM · Mutual fund | $737K | 5.1% |
| GM Franklin Dynatech R6 Franklin Templeton · Mutual fund | $639K | 4.5% |
| Franklin Dynatech Fund Class R6 Franklin Templeton · Mutual fund | $520K | 3.6% |
| GM (CL)Victory Sycamore Established Val R6 Victory Capital · Mutual fund | $498K | 3.5% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.