Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PENSION CONSULTANTS, INC.5 years Service code 15 · EIN 06-1504963 10 WATERSIDE DRIVE, SUITE 200 · FARMINGTON, CT 06032 | Recordkeeping | $9,333 |
Service code 15 · EIN 01-0233346 601 CONGRESS STREET · BOSTON, MA 02210 | Recordkeeping | $3,658 |
PRIVATE ADVISOR GROUP LLC5 years Filed as: PRIVATE ADVISOR GROUP, LLC Service code 26 · EIN 27-3463733 65 MADISON AVENUE · MORRISTOWN, NJ 07960 | Advisory (Participants) | $0 |
13 funds of $250K or more; 32 lines in all, holding $12.7M of the plan's $12.9M. From the 2025 filing. Recordkeeper: Pension Consultants.
Target-date series: Vanguard Target Retirement, other, 23% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JH Multimanager Balanced LS Manager not matched · Separate account | $3.0M | 23.5% |
| Vanguard Target Retirement Vanguard · Separate account Target-date, 10 vintages | $2.9M | 22.6% |
| JH Multimanager Growth LS Manager not matched · Separate account | $1.4M | 10.8% |
| Sprott Gold Equity Fund Manager not matched · Separate account | $958K | 7.6% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Stable value Stable value | $655K | 5.2% |
| 500 Index Fund Manager not matched · Separate account Index | $470K | 3.7% |
| JH Multimanager Moderate LS Manager not matched · Separate account | $455K | 3.6% |
| Fidelity Contrafund Fidelity (FMR) · Separate account | $446K | 3.5% |
| American Funds EuroPac Growth Capital Group · Separate account | $398K | 3.1% |
| DFA Intermediate Gov Fixed Inc Dimensional · Separate account | $298K | 2.4% |
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.
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.