Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $69,513 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $35,019 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
12 funds of $250K or more; 24 lines in all, holding $14.7M of the plan's $17.3M. From the 2025 filing. Recordkeeper: Bank of America (Merrill).
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares S&P 500 Index A BlackRock · ETF Index | $4.9M | 33.1% |
| Amerfds 2055 Targ Date RET-R4 Manager not matched · Other | $1.3M | 9.0% |
| JPM LRG CP Gwth R3 JPMorgan · Other | $1.3M | 8.6% |
| Amerfds 2045 Targ Date RET-R4 Manager not matched · Other | $1.0M | 7.0% |
| JPM US Equity FD R3 JPMorgan · Other | $1.0M | 6.9% |
| Amerfds 2050 Targ Date RET-R4 Manager not matched · Other | $965K | 6.6% |
| Columbia Small Cap Index Fund Class A Ameriprise (Columbia Threadneedle) · Mutual fund IndexPossible retail class A | $640K | 4.4% |
| iShares MSCI EAFE International Index A BlackRock · ETF Index | $594K | 4.0% |
| Blackrock Equity Dividend A BlackRock · Mutual fund Possible retail class A | $558K | 3.8% |
| Amerfds 2035 Targ Date RET-R4 Manager not matched · Other | $523K | 3.6% |
Dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedAmerican Funds 2010 Target Date Retirement Income Fund Class R-4 | $8.4M |
| DroppedColumbia Global Technology Growth Fund Class A | $796K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.