Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: LC MORGAN STANLEY Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $50,260 |
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $21,360 |
19 funds of $250K or more; 16 lines in all, holding $19.9M of the plan's $20.2M. From the 2025 filing. Recordkeeper: Ascensus.
Target-date series: American Funds Target Date, mutual fund, 45% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $9.0M | 45.0% |
| American Funds Growth Fund of Amer R4 Capital Group · Mutual fund Possible retail class A | $3.2M | 16.3% |
| American Funds Fundamental Inv R4 Capital Group · Mutual fund Possible retail class A | $1.4M | 7.1% |
| Eupac Fund Class R-4 Capital Group · Mutual fund Possible retail class A | $1.3M | 6.4% |
| American Funds Washington Mutual R4 Capital Group · Mutual fund Possible retail class A | $1.0M | 5.2% |
| MassMutual S&P 500 Index R4 MassMutual · Mutual fund IndexPossible retail class A | $756K | 3.8% |
| American Funds Inc Fund OF Amer R4 Capital Group · Mutual fund Possible retail class A | $711K | 3.6% |
| Morley Stable Value Fund Principal · Stable value Stable value | $629K | 3.2% |
| American Balanced Fund Class R-4 Capital Group · Mutual fund Possible retail class A | $364K | 1.8% |
| NEW Perspective Fund Class R-4 Capital Group · Mutual fund Possible retail class A | $325K | 1.6% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.