Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
BANK OF AMERICA11+ years Service code 26 · EIN 94-1687665 | Advisory (Participants) | $15,082 |
11 funds of $250K or more; 24 lines in all, holding $10.5M of the plan's $16.4M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Par or Maturity Value Cost Value Money Market Funds FI Manager not matched · Money market | $1.8M | 17.5% |
| Vanguard Large-Cap Index Fund Vanguard · ETF Index | $1.7M | 15.8% |
| Fixed Baird Aggregate Bond Fund Instl Cl Baird · Mutual fund | $1.2M | 11.6% |
| Balanced Goldman Sachs Absolute Rtrn Tracker Fd Cl R6 Goldman Sachs · Mutual fund | $1.1M | 10.9% |
| Equity Alps/Core Com Mgmt. Compl Commoditie Str Fd Cl I Manager not matched · Mutual fund | $844K | 8.1% |
| Hartford Schroders Emerging Markets Equity Fund Class F Hartford Funds · Mutual fund | $726K | 6.9% |
| Neuberger Long Short Fund Institutional Class Neuberger Berman · Mutual fund | $644K | 6.2% |
| Blackrock Strategic Inc Opptnt PT CL Class K BlackRock · Mutual fund | $641K | 6.1% |
| Other Equities iShares Russell Midcap BlackRock · ETF Index | $496K | 4.7% |
| Vanguard Ftse Developed Markets ETF Vanguard · ETF Index | $447K | 4.3% |
Added 4 funds.
| Fund | Year-end value |
|---|---|
| AddedNeuberger Long Short Fund Institutional Class | $644K |
| AddedBlackrock Strategic Inc Opptnt PT CL Class K | $641K |
| AddedVanguard Ftse Developed Markets ETF | $447K |
Stable value and insurance contract lines, renames and class changes are not counted.
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 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 |
|---|---|---|
Stephen A. Catone, Asa Cbiz Schedule SB | Schedule SB | Pro |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.