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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH - EPS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $11,412 |
Filed as: MERRILL LYNCH - FAS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $7,608 |
4 funds of $250K or more; 8 lines in all, holding $9.1M of the plan's $9.1M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: BlackRock LifePath Index, other, 9% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| NET Assets Available FOR Benefits : Beginning of year Manager not matched · Other | $6.7M | 73.6% |
| BlackRock LifePath Index BlackRock · Separate account Target-date, 1 vintage | $786K | 8.6% |
| BlackRock Life Pat h Index 2055 BlackRock · Separate account Index | $781K | 8.5% |
| Contributions Employer's contributions Manager not matched · Other | $478K | 5.2% |
| Rollovers Manager not matched · Other | $212K | 2.3% |
| Vanguard Target Retirement Vanguard · Separate account Target-date, 2 vintages | $81K | 0.9% |
| Deductions from net assets attributed to : Benefits paid to participants Manager not matched · Other | $52K | 0.6% |
| Additions in net assets attributed to investment activity : Net appreciation in fair value of pooled separate account in Manager not matched · Separate account | $20K | 0.2% |
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.
The auditor signed off without reservation. This is the cleanest opinion.