Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $38,037 |
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE NETWORK LLC Service code 22 | Insurance Broker | $16,410 |
6 funds of $250K or more; 20 lines in all, holding $4.7M of the plan's $4.7M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.0M | 22.2% |
| Nuveen International Equity Index Fund TIAA (Nuveen) · Mutual fund Index | $871K | 18.7% |
| JPMorgan Core Bond Fund JPMorgan · Mutual fund | $722K | 15.5% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $538K | 11.5% |
| Inflation Protected Securities Fund Manager not matched · Mutual fund | $261K | 5.6% |
| DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares Dimensional · Mutual fund | $254K | 5.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $215K | 4.6% |
| BlackRock Sustainable Aware Advantage Large Cap Core Fund BlackRock · Mutual fund | $132K | 2.8% |
| Loomis Sayles Core Plus Bond Fund Natixis IM · Mutual fund | $116K | 2.5% |
| Intl Large Cap Fund Manager not matched · Mutual fund | $114K | 2.5% |
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.
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.