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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA ADVISORS, LLC Service code 15 · EIN 13-4071393 | Recordkeeping | $21,413 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $13,177 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,896 |
11 funds of $250K or more; 32 lines in all, holding $11.9M of the plan's $12.1M. From the 2025 filing. Recordkeeper: AXA Equitable Life Insurance.
Target-date series: Vanguard Target Retirement, mutual fund, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 8 vintages | $7.1M | 60.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 11.1% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $583K | 4.9% |
| MS Discovery Portfolio I Manager not matched · Mutual fund | $448K | 3.8% |
| FID Select Technology Port Fidelity (FMR) · Other | $369K | 3.1% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $335K | 2.8% |
| Western Asset Core Plus BD IS Franklin Templeton · Other | $246K | 2.1% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $192K | 1.6% |
| Fidelity Select Health Care Portfolio Fidelity (FMR) · Mutual fund | $184K | 1.5% |
| Alger Capital Appr Instl Y Manager not matched · Other | $172K | 1.4% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.