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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MMA SECURITIES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $48,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,635 |
27 funds of $250K or more; 18 lines in all, holding $65.2M of the plan's $71.8M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Vanguard Target Retirement, mutual fund, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $40.9M | 62.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.8M | 8.9% |
| JPMorgan Large Cap Growth Fund Class R5 JPMorgan · Mutual fund | $5.7M | 8.7% |
| Transamerica Stable value fund Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $3.6M | 5.5% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $1.3M | 2.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 1.6% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.0M | 1.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.0M | 1.6% |
| BlackRock High Yield Portfolio Institutional Shares BlackRock · Mutual fund | $1.0M | 1.5% |
| MFS International Equity Fund Class R6 MFS (Sun Life) · Mutual fund | $909K | 1.4% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.