Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Service code 15 · EIN 20-8764829 | Recordkeeping | $56,535 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,139 |
ADP BROKER-DEALER11+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
19 funds of $250K or more; 30 lines in all, holding $33.5M of the plan's $34.4M. From the 2025 filing. Recordkeeper: Morgan Stanley.
Target-date series: Nuveen Lifecycle Index, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen LC Index 2050 R6 TIAA (Nuveen) · Mutual fund Index | $7.3M | 21.9% |
| FID 500 IND Fidelity (FMR) · Other | $4.6M | 13.6% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund | $3.3M | 10.0% |
| Nuveen LC Index 2045 R6 TIAA (Nuveen) · Mutual fund Index | $2.9M | 8.7% |
| Nuveen LC Index 2035 R6 TIAA (Nuveen) · Mutual fund Index | $2.6M | 7.8% |
| Nuveen LC Index 2030 R6 TIAA (Nuveen) · Mutual fund Index | $2.4M | 7.2% |
| Nuveen LC Index 2040 R6 TIAA (Nuveen) · Mutual fund Index | $2.1M | 6.2% |
| MET SV Solutions J Manager not matched · Other | $1.2M | 3.7% |
| Victory Sycamore Established Value Fund Class R6 Victory Capital · Mutual fund | $1.1M | 3.3% |
| JAN Hend Global Tech Innov N Manager not matched · Other | $805K | 2.4% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedMet GG SV 25554 - J | $1.3M |
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.
The auditor signed off without reservation. This is the cleanest opinion.