Filings through .
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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 |
21 funds of $250K or more; 15 lines in all, holding $41.5M of the plan's $42.3M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: JPMorgan SmartRetirement Blend, mutual fund, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement Blend JPMorgan · Mutual fund Target-date, 9 vintages | $30.0M | 72.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.2M | 10.1% |
| American Century U.S. Premier Large Cap Growth Fund IV American Century · Mutual fund | $1.5M | 3.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.2M | 2.9% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $955K | 2.3% |
| Similar Party Par, or Maturity Value Manager not matched · Collective trust | $744K | 1.8% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $564K | 1.4% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $504K | 1.2% |
| Blackrock Emerging Markets Fund, INC. Class K BlackRock · Mutual fund | $394K | 1.0% |
| Fidelity Total Bond K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $391K | 0.9% |
No lineup changes between the 2024 and 2025 filings.
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.
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.