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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES INSURANCE GROUP, INC. Service code 55 · EIN 59-1199408 | Other Commissions | $110,727 |
Service code 49 · EIN 64-0765749 | Other Services | $35,709 |
MORNINGSTAR8 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $10,247 |
44 funds of $250K or more; 47 lines in all, holding $79.2M of the plan's $88.1M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, other, 22% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya BlkRck BlackRock · Insurance contract | $23.9M | 30.3% |
| Vanguard Target Retirement Vanguard · Insurance contract Target-date, 11 vintages | $17.1M | 21.6% |
| American Funds Growth Portfolio Class R-6 Capital Group · Insurance contract | $5.6M | 7.1% |
| Voya TRowePrc Blue Chip Growth Fund I Voya · Insurance contract | $4.1M | 5.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Insurance contract Index | $4.0M | 5.0% |
| MFS Technology Fund R6 MFS (Sun Life) · Insurance contract | $1.9M | 2.4% |
| Nuveen Large Cap Growth Index Fund Class R6 TIAA (Nuveen) · Insurance contract Index | $1.3M | 1.6% |
| Voya TRowePrc Health Sciences Fund I Voya · Insurance contract | $1.2M | 1.6% |
| Vanguard Totl Stck Mkt Index Fd Adm Vanguard · Insurance contract Index | $1.2M | 1.6% |
| Vanguard Energy Opportunities Fund Admiral Shares Vanguard · Insurance contract | $1.1M | 1.4% |
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 70,940 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.