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| Provider | Service type | Compensation |
|---|---|---|
MARSH & MCLENNAN AGENCY LLC7 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $62,570 |
Service code 37 · EIN 04-2647786 | Loan Processing | $54,112 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,949 |
19 funds of $250K or more; 15 lines in all, holding $33.6M of the plan's $34.3M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: JPMorgan SmartRetirement Blend, mutual fund, 73% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement Blend JPMorgan · Mutual fund Target-date, 9 vintages | $24.5M | 72.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.7M | 8.1% |
| American Century U.S. Premier Large Cap Growth Fund IV American Century · Mutual fund | $1.4M | 4.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $950K | 2.8% |
| Similar Party Par, or Maturity Value Manager not matched · Collective trust | $730K | 2.2% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $549K | 1.6% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $532K | 1.6% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $519K | 1.5% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $503K | 1.5% |
| Small CAP Value Fund R6 Class American Century · Mutual fund | $423K | 1.3% |
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.
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.