Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
MARITZA MUNIZ4 years Service code 30 · EIN 36-3980892 | Employee (plan) | $98,739 |
JP MORGAN11+ years Filed as: JP MORGAN SECURITIES, LLC Service code 28 · EIN 13-4994650 | Investment Management | $74,301 |
CALIBRE CPA GROUP PLLC11+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $15,650 |
THE PREVIANT LAW FIRM, S.C.4 years Filed as: PREVIANT LAW FIRM, SC Service code 29 · EIN 39-1211596 | Legal | $9,432 |
8 funds of $250K or more; 105 lines in all, holding $7.2M of the plan's $9.4M. From the 2025 filing. Recordkeeper: Security Programs.
| Fund | Dollars | % of funds% |
|---|---|---|
| Ishares Russell BlackRock · ETF Index | $926K | 12.9% |
| Guggenheim FDS TR Macro Opptys Guggenheim · Other | $476K | 6.6% |
| PIMCO Income Fund Class A PIMCO (Allianz) · Mutual fund Possible retail class A | $444K | 6.2% |
| Blackrock Fds V Strtgc Incm Optns BlackRock · Mutual fund Possible retail class A | $430K | 6.0% |
| iShares Russell 2000 ETF BlackRock · ETF Index | $408K | 5.7% |
| Gateway TR Manager not matched · Other | $367K | 5.1% |
| Fedfund Premier Choice Manager not matched · Other | $309K | 4.3% |
| TCW Metropolitan West FDS TCW · Other | $303K | 4.2% |
| Doubleline FDS TR DoubleLine · Other | $244K | 3.4% |
| Eaton Vance Strategic Morgan Stanley · Other | $239K | 3.3% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported the discovery of a loss from fraud or dishonesty.
The auditor signed off without reservation. This is the cleanest opinion.