Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT MANAGEMENT SERVICES LLC Service code 49 · EIN 31-1560462 | Other Services | $5,029 |
11 funds of $250K or more; 20 lines in all, holding $10.9M of the plan's $11.1M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: BlackRock LifePath Index, other, 29% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Separate account Target-date, 8 vintages | $3.2M | 29.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Separate account Index | $2.4M | 21.6% |
| MFS Growth Fund R6 MFS (Sun Life) · Separate account | $1.2M | 11.3% |
| NEW Perspective Fund Class R-6 Capital Group · Separate account | $1.1M | 10.2% |
| Voya Fixed Account Voya · Insurance contract | $641K | 5.9% |
| American Balanced Fund Class R-6 Capital Group · Separate account | $491K | 4.5% |
| JPMorgan Small Cap Growth Fund Class R6 JPMorgan · Separate account | $440K | 4.0% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Separate account Index | $320K | 2.9% |
| American Funds Bond Fnd Amer R6 Capital Group · Separate account | $186K | 1.7% |
| American Funds EuroPacific R6 Capital Group · Separate account | $169K | 1.5% |
Added 5 funds.
| Fund | Year-end value |
|---|---|
| AddedMFS Growth Fund R6 | $1.2M |
| AddedNEW Perspective Fund Class R-6 | $1.1M |
| AddedAmerican Balanced Fund Class R-6 | $491K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 8 stable value or insurance lines.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.