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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH RETIRE & BENEFIT SVCS Service code 27 · EIN 13-5674085 | Advisory (Plan) | $88,753 |
ASCENSUS LLC1+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $4,455 |
23 funds of $250K or more; 31 lines in all, holding $18.2M of the plan's $18.3M. From the 2025 filing. Recordkeeper: Ascensus.
Target-date series: American Funds Target Date, mutual fund, 4% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $3.3M | 18.3% |
| PIMCO Total Return Institutional GM PIMCO (Allianz) · Mutual fund Possible retail class A | $1.6M | 8.6% |
| BlackRock Liquidity FedFund Premier BlackRock · Mutual fund Possible retail class A | $1.2M | 6.7% |
| Invesco Main Street Mid Cap Fund Class R6 Invesco · Mutual fund Possible retail class A | $1.2M | 6.6% |
| GM Thornburg International Equity Fund R6 Thornburg · Mutual fund Possible retail class A | $964K | 5.3% |
| GM JPMorgan Equity Income R6 JPMorgan · Mutual fund Possible retail class A | $877K | 4.8% |
| AF EuroPacific Growth R6 GM Capital Group · Mutual fund Possible retail class A | $832K | 4.6% |
| Franklin Utilities Series Adv Franklin Templeton · Mutual fund Possible retail class A | $781K | 4.3% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 5 vintages | $759K | 4.2% |
| GM American Funds Growth Fund of Amer R6 Mutual Fund Capital Group · Mutual fund Possible retail class A | $700K | 3.9% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.