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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $33,772 |
Service code 99 · EIN 52-2222924 | Other Fees | $18,281 |
EAG NEW ENGLAND LLC1 year Service code 99 · EIN 99-2277914 | Other Fees | $7,455 |
EISNERAMPER LLP1 year Service code 99 · EIN 87-1363769 | Other Fees | $7,455 |
25 funds of $250K or more; 27 lines in all, holding $32.5M of the plan's $33.2M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $15.7M | 48.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.2M | 16.1% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.1M | 6.5% |
| American Funds American Balance R6 Capital Group · Mutual fund | $1.2M | 3.7% |
| Voya Fixed Account Voya · Insurance contract | $974K | 3.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $890K | 2.7% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund | $727K | 2.2% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $639K | 2.0% |
| Fidelity Total Bond Fund Fidelity Advisor Total Bond Fund: Class Z Fidelity (FMR) · Mutual fund | $562K | 1.7% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $558K | 1.7% |
Added 1 fund, dropped 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeAmerican Funds 2050 Target Date Retirement Fund Class R-6 to American Funds Target Date 2055 Fund | $13.1M to $15.7M |
| DroppedVictory Sycamore Established Value Fund Class R6 | $375K |
| AddedCohen & Steers Real Est S Fd Z | $260K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.