Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $266,551 |
KATZ, SAPPER & MILLER2 years Filed as: KATZ SAPPER & MILLER Service code 99 DEPARTMENT 235 · INDIANAPOLIS, IN 462067096 | Other Fees | $15,500 |
34 funds of $250K or more; 40 lines in all, holding $82.0M of the plan's $83.7M. From the 2025 filing. Recordkeeper: Bank of America (Merrill).
Target-date series: Nuveen Lifecycle Index, mutual fund, 1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $14.7M | 17.9% |
| JPMorgan Government Bond Fund Class R6 JPMorgan · Mutual fund | $8.1M | 9.9% |
| Lord Abbett Income R6 GM Lord Abbett · Mutual fund | $7.7M | 9.4% |
| Fidelity Intrntl Indx Instl GM Fidelity (FMR) · Mutual fund Index | $5.0M | 6.1% |
| Vanguard Intl Grwt Adm CL S GM Vanguard · Mutual fund | $4.9M | 6.0% |
| John Hancock Disciplind R6 GM John Hancock (Manulife) · Mutual fund | $4.0M | 4.9% |
| Vanguard Windsor FD Adm GM Vanguard · Mutual fund | $3.9M | 4.8% |
| American New World Fund GM Capital Group · Mutual fund | $3.7M | 4.5% |
| Vanguard Inflation Prtctd GM Vanguard · Mutual fund | $3.6M | 4.4% |
| MFS Mass Investors Grw R6 GM MFS (Sun Life) · Mutual fund | $3.3M | 4.1% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedNuveen Lifecycle Index 2035 Fund Class R6 | $892K |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.