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| Provider | Service type | Compensation |
|---|---|---|
MARSH & MCLENNAN AGENCY LLC2 years Filed as: MMA SECURITIES LLC Service code 26 · EIN 22-3570392 | Advisory (Participants) | $74,090 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,806 |
13 funds of $250K or more; 31 lines in all, holding $14.9M of the plan's $14.9M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: BlackRock LifePath Index, other, 12% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds 2055 TD Capital Group · Separate account | $2.9M | 19.3% |
| American Funds 2060 TD Capital Group · Separate account | $2.3M | 15.5% |
| BlackRock LifePath Index BlackRock · Separate account Target-date, 5 vintages | $1.8M | 12.4% |
| American Funds 2050 TD Capital Group · Separate account | $1.7M | 11.1% |
| Vanguard Growth Index Fund Vanguard · Separate account Index | $869K | 5.8% |
| 500 Index Fund Manager not matched · Separate account Index | $797K | 5.4% |
| American Funds 2065 TD Capital Group · Separate account | $727K | 4.9% |
| American Funds 2045 TD Capital Group · Separate account | $606K | 4.1% |
| American Funds 2040 TD Capital Group · Separate account | $542K | 3.6% |
| American Funds 2030 TD Capital Group · Separate account | $457K | 3.1% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.