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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES Service code 27 · EIN 04-1590850 | Advisory (Plan) | $27,626 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,429 |
16 funds of $250K or more; 21 lines in all, holding $16.5M of the plan's $16.7M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $9.6M | 57.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.6M | 15.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.5M | 9.4% |
| Cost value American Funds Eupac Capital Group · Mutual fund | $385K | 2.3% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $349K | 2.1% |
| Lord Abbett Core Fixed Income Fund Class R6 Lord Abbett · Mutual fund | $290K | 1.8% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $269K | 1.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $267K | 1.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $256K | 1.5% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market Recordkeeper's own fund | $253K | 1.5% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
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.