Filings through .
Filed January 6, 2026 (most recent of 3 filings on file)
Street address, email and phone are on Pro, free for 7 days.
Total covered: 4 employees
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1 fund of $250K or more; 7 lines in all, holding $7.7M of the plan's $7.7M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Sub-total (brought forward) Manager not matched · Other | $7.4M | 96.9% |
| EQ/Common Stock Index Portfolio Class IB Manager not matched · Separate account Index | $77K | 1.0% |
| EQ/Goldman Sachs Mid Cap Value Portfolio Goldman Sachs · Separate account | $74K | 1.0% |
| EQ/Moderate Growth Strategy Portfolio Class IB Manager not matched · Separate account | $73K | 1.0% |
| Guaranteed Interest Account Manager not matched · Insurance contract | $9K | 0.1% |
| EQ/Loomis Sayles Growth Portfolio Natixis IM · Separate account | $2K | <0.1% |
| Lazard Emerging Markets Equity Portfolio Lazard · Separate account | $698 | <0.1% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.