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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 19 · EIN 04-1590850 | Securities Custodian | $54,043 |
REYNOLDS CONSULTING SERVICES9 years Filed as: REYNOLDS CONSULTING SERVICES LLC Service code 27 · EIN 11-2558102 | Advisory (Plan) | $37,100 |
MSPC9 years Service code 10 · EIN 22-2951202 | Accounting | $28,148 |
THE SEGAL COMPANY11+ years Service code 11 · EIN 13-1835864 | Actuarial | $15,000 |
Service code 29 · EIN 13-4212610 | Legal | $11,400 |
1024 MCKINLEY ST LLC8 years Service code 49 1024 MCKINLEY STREET · PEEKSKILL, NY 105665604 | Other Services | $6,099 |
DMI BOOKKEEPING & ACCOUNTING5 years Service code 15 · EIN 20-2400574 | Recordkeeping | $6,000 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $0 |
18 funds of $250K or more; 13 lines in all, holding $193M of the plan's $197M. From the 2025 filing. Recordkeeper: DMI Bookkeeping & Accounting.
Target-date series: T. Rowe Price Retirement, other, 34% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Guaranteed Interest Account: Sagic Diversified Bond II Manager not matched · Insurance contract | $67.8M | 35.2% |
| T. Rowe Price Retirement T. Rowe Price · Separate account Target-date, 1 vintage | $34.5M | 17.9% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 6 vintages | $31.0M | 16.1% |
| Harbor Capital Appreciation Instl Harbor Capital · Other | $17.5M | 9.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $12.5M | 6.5% |
| Nomura Smid Cap Core R6 Manager not matched · Mutual fund | $7.2M | 3.7% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $7.1M | 3.7% |
| Hartford Schroders US MidCap Opportunities Fund Hartford Funds · Mutual fund | $3.6M | 1.9% |
| Similar Party Par or Maturity Value Capital Group · Mutual fund | $3.4M | 1.7% |
| American Funds Fundamental Investors Class R-6 Capital Group · Mutual fund | $3.0M | 1.6% |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.