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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $133,807 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 20-8764829 | Other Fees | $48,917 |
14 funds of $250K or more; 38 lines in all, holding $30.3M of the plan's $30.6M. From the 2024 filing. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds 2045 T Date R6 Capital Group · Mutual fund | $7.8M | 25.7% |
| American Funds 2040 T Date R6 Capital Group · Mutual fund | $4.6M | 15.2% |
| American Funds 2050 T Date R6 Capital Group · Mutual fund | $4.0M | 13.1% |
| American Funds 2035 T Date R6 Capital Group · Mutual fund | $3.5M | 11.6% |
| American Funds 2055 T Date R6 Capital Group · Mutual fund | $2.2M | 7.4% |
| American Funds 2060 T Date R6 Capital Group · Mutual fund | $1.3M | 4.4% |
| American Funds 2030 T Date R6 Capital Group · Mutual fund | $1.3M | 4.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.0M | 3.4% |
| American Funds 2065 T Date R6 Capital Group · Mutual fund | $912K | 3.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $599K | 2.0% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.