Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
BLUE & CO., LLC2 years Filed as: BLUE & CO. LLC Service code 10 813 W SECOND STREET · SEYMOUR, IN 47274 | Accounting | $10,500 |
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $7,250 |
19 funds of $250K or more; 29 lines in all, holding $15.9M of the plan's $16.3M. From the 2025 filing. Recordkeeper: Bank of America (Merrill).
| Fund | Dollars | % of funds% |
|---|---|---|
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $1.7M | 10.5% |
| John Hancock Invest Grade Bond Class A GM John Hancock (Manulife) · Mutual fund Possible retail class A | $1.6M | 10.1% |
| PIMCO Income Fund Class A PIMCO (Allianz) · Mutual fund Possible retail class A | $1.5M | 9.2% |
| MFS International Equity Fund Class A GM MFS (Sun Life) · Mutual fund Possible retail class A | $1.2M | 7.8% |
| iShares S&P 500 Index Fund Class A GM BlackRock · ETF Index | $1.0M | 6.5% |
| Blackrock Unconstrained Equity A GM BlackRock · Mutual fund | $1.0M | 6.4% |
| Nomura Emerging Markets Fund A GM Manager not matched · Mutual fund | $850K | 5.3% |
| Victory Sycamore Est Value Fund A GM Victory Capital · Mutual fund | $785K | 4.9% |
| Calvert Equity Fund Class A GM Morgan Stanley · Mutual fund Possible retail class A | $689K | 4.3% |
| PIMCO Global Bond USD A GM PIMCO (Allianz) · Mutual fund | $680K | 4.3% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.