Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC8+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $33,242 |
30 funds hold $914K of the plan's $914K. From the 2025 filing. Recordkeeper: Ascensus.
| Fund | Dollars | % of funds% |
|---|---|---|
| GM Lord Abbett Short Duration Income R4 Mutual Fund Lord Abbett · Mutual fund | $159K | 17.3% |
| GM BNY Mellon Dynamic Value A BNY · Mutual fund | $115K | 12.6% |
| JPMorgan Large Cap Growth Fund Class R4 JPMorgan · Mutual fund | $96K | 10.6% |
| GM Hartford International Value Y Mutual Fund Hartford Funds · Mutual fund | $72K | 7.9% |
| GM Oppenheimer Total Return Bond A Mutual Fund Invesco · Mutual fund | $69K | 7.6% |
| GM Lord Abbett Mid Cap Stock R4 Mutual Fund Lord Abbett · Mutual fund | $64K | 7.0% |
| GM Goldman Sachs GQG Prtnrs Intl Opp Ins Mutual Fund Goldman Sachs · Mutual fund | $51K | 5.6% |
| GM Janus Henderson Enterprise A Janus Henderson · Mutual fund | $45K | 5.0% |
| CL) GM Invesco Small Cap Value A Invesco · Mutual fund | $39K | 4.3% |
| GM PIMCO Real Return A PIMCO (Allianz) · Mutual fund Possible retail class A | $39K | 4.3% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.