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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $19,259 |
Filed as: MERRILL LYNCH - EPS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $11,539 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $5,635 |
Filed as: MERRILL LYNCH - FAS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $4,945 |
10 funds of $250K or more; 14 lines in all, holding $7.5M of the plan's $7.7M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: American Funds Target Date, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $6.2M | 82.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $295K | 3.9% |
| Fidelity Total Bond Fund Fidelity Advisor Total Bond Fund: Class Z Fidelity (FMR) · Mutual fund | $282K | 3.8% |
| MFS International Equity Fund Class I MFS (Sun Life) · Mutual fund | $209K | 2.8% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $119K | 1.6% |
| Vanguard Strategic Equity Fund Investor Shares Vanguard · Mutual fund | $104K | 1.4% |
| Principal MidCap R6 Principal · Mutual fund | $72K | 1.0% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $66K | 0.9% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $48K | 0.6% |
| General Account Total Manager not matched · Insurance contract | $34K | 0.5% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.