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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC6 years Filed as: EQUITABLE LIFE INSURANCE COMPANY Service code 15 · EIN 13-5570651 | Recordkeeping | $117,045 |
25 funds of $250K or more; 28 lines in all, holding $33.9M of the plan's $34.6M. From the 2024 filing. Recordkeeper: Equitable Advisors.
Target-date series: Vanguard Target Retirement, other, 21% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Guaranteed Interest Option (contract value) Equitable · Insurance contract | $9.3M | 27.4% |
| Vanguard Target Retirement Vanguard · Insurance contract Target-date, 12 vintages | $7.2M | 21.1% |
| American Funds Growth Fund of Amer R6 Capital Group · Insurance contract | $3.8M | 11.2% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · Insurance contract Index | $1.8M | 5.3% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Insurance contract | $1.5M | 4.5% |
| American Funds Global Balanced Fund Class R-6 Capital Group · Insurance contract | $1.5M | 4.3% |
| American Funds Global Growth Portfolio Class R-6 Capital Group · Insurance contract | $1.1M | 3.4% |
| Vanguard Mid-Cap Growth Fund Investor Shares Vanguard · Insurance contract | $1.1M | 3.3% |
| American Funds American Mutual R6 Capital Group · Insurance contract | $976K | 2.9% |
| Invesco Oppenheimer Discovry Md Cp Gr R6 Invesco · Insurance contract | $945K | 2.8% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.