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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $77,808 |
BONADIO & CO., LLP2 years Service code 10 5172 WESTERN TURNPIKE · ALTAMONT, NY 12009 | Accounting | $7,000 |
Service code 50 5172 WESTERN TPK. · ALTAMONT, NY 12009 | Direct Payment | $5,900 |
15 funds of $250K or more; 30 lines in all, holding $28.8M of the plan's $30.3M. From the 2025 filing. Recordkeeper: Ascensus.
| Fund | Dollars | % of funds% |
|---|---|---|
| GM Victory Pioneer Bond A Victory Capital · Mutual fund Possible retail class A | $4.8M | 16.8% |
| GM Columbia Dividend Income A Ameriprise (Columbia Threadneedle) · Mutual fund Possible retail class A | $3.2M | 11.3% |
| GM PIMCO Gnma and Govt Securities A PIMCO (Allianz) · Mutual fund Possible retail class A | $3.2M | 11.2% |
| JPMorgan Large Cap Grth R3 GM JPMorgan · Mutual fund Possible retail class R3 | $2.8M | 9.7% |
| GM MFS International Diversification A MFS (Sun Life) · Mutual fund Possible retail class A | $2.7M | 9.3% |
| GM JPMorgan US Small Company A JPMorgan · Mutual fund Possible retail class A | $1.5M | 5.3% |
| GM Eaton Vance Atlanta Cap Smid-Cap Morgan Stanley · Mutual fund | $1.4M | 5.0% |
| GM Fidelity Advisor Focus Emerg Mrkts A Fidelity (FMR) · Mutual fund Possible retail class A | $1.4M | 4.8% |
| GM American Eupac R4 Manager not matched · Mutual fund | $1.4M | 4.7% |
| Participant Money Market Funds Manager not matched · Money market | $1.3M | 4.5% |
Covers 60,908 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.