Filings through .
Filed February 19, 2018
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| Provider | Service type | Compensation |
|---|---|---|
MARSH & MCLENNAN AGENCY LLC3+ years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $38,497 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,659 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,586 |
22 funds of $250K or more; 18 lines in all, holding $35.5M of the plan's $36.9M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $19.9M | 55.9% |
| MFS Growth Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $5.6M | 15.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.1M | 5.9% |
| Janus Henderson Enterprise Fund Class T Janus Henderson · Mutual fund Possible retail class T | $1.4M | 3.9% |
| Fidelity Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.0M | 2.8% |
| MFS Intl Intr Val R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $919K | 2.6% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $873K | 2.5% |
| Victory S Estb Val Y Victory Capital · Mutual fund | $848K | 2.4% |
| Baird Core Plus Inst Baird · Mutual fund | $528K | 1.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $469K | 1.3% |
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.
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.