Filings through .
Filed April 8, 2022
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 13 · EIN 42-0127290 | Contract Administrator | $170,585 |
21 funds of $250K or more; 15 lines in all, holding $180M of the plan's $190M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: SSgA Target Retirement, collective trust, 32% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| State Street Global Advisors Trust Company State Street (SSgA) · Collective trust Index | $69.1M | 38.3% |
| SSgA Target Retirement State Street (SSgA) · Collective trust Target-date, 9 vintages | $58.1M | 32.2% |
| Common/Collective Trust Invesco National Trust Co Invesco · Stable value Stable value | $17.1M | 9.5% |
| rate of interest, collateral, par or maturity value. Common/Collective Trust State Stree Manager not matched · Collective trust | $12.2M | 6.7% |
| Common/Collective Trust State Street Bank and Trust Co State Street (SSgA) · Collective trust | $6.5M | 3.6% |
| Macquarie Small Cap Value R6 F Macquarie / Nomura · Mutual fund | $4.0M | 2.2% |
| Lord Abbett Dev Growth R6 Fund Lord Abbett · Mutual fund | $3.8M | 2.1% |
| State Street Bank and Trust Company SSgA Target Ret Inc VI Fd State Street (SSgA) · Mutual fund | $3.0M | 1.7% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $2.1M | 1.1% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $1.7M | 0.9% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.