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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $115,302 |
24 funds of $250K or more; 30 lines in all, holding $58.0M of the plan's $63.3M. From the 2025 filing. Recordkeeper: Ascensus.
| Fund | Dollars | % of funds% |
|---|---|---|
| GM AB Large Cap Growth A AllianceBernstein · Other | $9.2M | 15.8% |
| GM JP Morgan Equity Income R3 JPMorgan · Other | $8.6M | 14.9% |
| GM PIMCO StocksPLUS Intl US Dol Hed A PIMCO (Allianz) · Mutual fund Possible retail class A | $4.2M | 7.3% |
| iShares S&P 500 Index Fund Institutional Shares BlackRock · ETF Index | $4.1M | 7.0% |
| GM Janus Henderson Overseas A Janus Henderson · Mutual fund Possible retail class A | $3.8M | 6.6% |
| PIMCO Income Fund Class A PIMCO (Allianz) · Mutual fund Possible retail class A | $3.2M | 5.5% |
| GM Janus Henderson Enterprise A Janus Henderson · Mutual fund Possible retail class A | $3.1M | 5.3% |
| MFS Mid Cap Value FD CL A GM MFS (Sun Life) · Mutual fund Possible retail class A | $2.9M | 5.0% |
| GM Guggenheim Ttl Rtrn Bnd Fnd R6 Guggenheim · Mutual fund | $2.3M | 4.0% |
| GM Nomura Emerging Markets A Manager not matched · Other | $2.2M | 3.7% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.