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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $21,909 |
19 funds of $250K or more; 37 lines in all, holding $13.0M of the plan's $14.8M. From the 2024 filing. Recordkeeper: Bank of America (Merrill).
| Fund | Dollars | % of funds% |
|---|---|---|
| MFS Government Securitie R4 GM MFS (Sun Life) · Mutual fund | $1.3M | 10.3% |
| BlackRock Global Allocation Fund I BlackRock · Mutual fund | $1.1M | 8.6% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $976K | 7.5% |
| Voya Intermediate Bond FD I GM Voya · Mutual fund | $882K | 6.8% |
| Invesco Growth & Inc CL R5 GM Invesco · Mutual fund | $789K | 6.1% |
| Blackrock Sustainable BAL Inst BlackRock · Mutual fund | $746K | 5.7% |
| The Oakmark Intl FD Inv Manager not matched · Mutual fund | $583K | 4.5% |
| Putnam Stable Value Fund 20 Franklin Templeton · Stable value Stable value | $521K | 4.0% |
| Invesco Oppnhmr Intl Grth Y GM Invesco · Mutual fund | $511K | 3.9% |
| Loan Fund Manager not matched · Mutual fund | $509K | 3.9% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.