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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 | $206,335 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP CONSULTING Service code 50 PO BOX 25353 · NEW YORK, NY 100875353 | Direct Payment | $106,819 |
CROSSLIN PLLC3 years Filed as: CROSSLIN, PLLC Service code 10 3803 BEDFORD AVENUE · NASHVILLE, TN 37215 | Accounting | $14,500 |
22 funds of $250K or more; 20 lines in all, holding $80.4M of the plan's $81.1M. From the 2025 filing. Recordkeeper: Bank of America (Merrill).
Target-date series: BlackRock LifePath Index, mutual fund, 20% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund | $16.1M | 20.0% |
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 6 vintages | $16.0M | 19.9% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund | $7.8M | 9.7% |
| Victory Sycamore Est Val FD I Victory Capital · Mutual fund | $7.4M | 9.2% |
| Fidelity Puritan Fund Fidelity (FMR) · Mutual fund | $6.9M | 8.6% |
| Blkrock Lifepath Indx Ret Inst BlackRock · Mutual fund Index | $6.1M | 7.5% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $4.4M | 5.4% |
| Morley Stable Value Fund Principal · Stable value Stable value | $3.2M | 4.0% |
| American Eupac Fund Manager not matched · Mutual fund | $2.5M | 3.1% |
| JPMorgan Core Bond Fund Class R5 JPMorgan · Mutual fund | $2.5M | 3.1% |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.