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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES Service code 27 · EIN 04-1590850 | Advisory (Plan) | $42,567 |
THE VANGUARD GROUP, INC.1 year Service code 99 · EIN 23-1945930 | Other Fees | $6,855 |
12 funds of $250K or more; 21 lines in all, holding $17.3M of the plan's $17.4M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $11.0M | 63.7% |
| Par or Vanguard 500 Index Admiral Shares Vanguard · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $3.4M | 19.6% |
| Large Cap Growth Fund III Class R1 Manager not matched · Mutual fund Possible retail class A | $444K | 2.6% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $443K | 2.6% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market Recordkeeper's own fund | $401K | 2.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $253K | 1.5% |
| Large Cap Value Fund II R1 Manager not matched · Mutual fund Possible retail class A | $248K | 1.4% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund Possible retail class A | $236K | 1.4% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $156K | 0.9% |
| ERShares US Small Cap™ Institutional Class Impax · Mutual fund Possible retail class A | $145K | 0.8% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.