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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 27 · EIN 11-3658445 | Advisory (Plan) | $80,429 |
16 funds of $250K or more; 18 lines in all, holding $14.5M of the plan's $18.0M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| MS U.S. Gov't Money Market TR Manager not matched · Money market | $2.4M | 16.3% |
| Investments Cost Value Mutual Manager not matched · Other | $2.1M | 14.5% |
| Ishares Russell BlackRock · ETF Index | $1.6M | 11.3% |
| Vanguard Ftse Developed Mkts E Vanguard · Mutual fund | $1.6M | 10.9% |
| Vanguard Extended Market ETF Vanguard · ETF | $1.3M | 9.0% |
| Wisdomtree TR Emer Mkt High FD Manager not matched · Mutual fund | $797K | 5.5% |
| Invesco Bulletshares 2027 CO Invesco · Mutual fund | $465K | 3.2% |
| Invesco Bulletshares 2028 CO Invesco · Mutual fund | $465K | 3.2% |
| Invesco Bulletshares 2035 Corp Invesco · Mutual fund | $465K | 3.2% |
| Invesco Bulletshares 2026 CO Invesco · Mutual fund | $464K | 3.2% |
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
Ridhwana Rahman, FSA, Ea October Three Consulting LLC Schedule SB | Schedule SB | Pro |
The auditor signed off without reservation. This is the cleanest opinion.