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| Provider | Service type | Compensation |
|---|---|---|
MARSH & MCLENNAN AGENCY LLC2 years Filed as: MMA SECURITIES, LLC Service code 17 PO BOX 9496 · NEW YORK, NY 100874496 | Pension Consulting | $22,363 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA RETIREMENT Service code 12 5350 77 CENTER DR, STE 200 · CHARLOTTE, NC 28217 | Claims processing; Recordkeeping and ... | $12,155 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 12 · EIN 23-1945930 | Claims processing | $6,209 |
8 funds of $250K or more; 16 lines in all, holding $4.9M of the plan's $5.2M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $3.4M | 69.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $536K | 10.9% |
| Large Cap Growth Fund III Class R1 Manager not matched · Mutual fund Possible retail class R1 | $309K | 6.3% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $178K | 3.6% |
| Vanguard Short-Term Investment-Grade Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $106K | 2.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $66K | 1.3% |
| American Beacon Large Cap Value Fund R6 Class American Beacon (Resolute) · Mutual fund | $57K | 1.2% |
| MassMutual Mid Cap Growth Fund Class I MassMutual · Mutual fund | $54K | 1.1% |
| Mutual Funds and Money Market Funds: Vanguard Vanguard · Money market Recordkeeper's own fund | $48K | 1.0% |
| Vanguard Mid-Cap Value Index Fund Investor Shares Vanguard · ETF IndexRecordkeeper's own fund | $46K | 0.9% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.