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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC5 years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 | Directed Trustee | $2,121 |
Filed as: FIDELITY INVESTMENT INST OP CO LLC Service code 50 · EIN 04-2647786 | Direct Payment | $204 |
2 funds of $250K or more; 44 lines in all, holding $2.7M of the plan's $2.7M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Fidelity Freedom, mutual fund, 13% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Guaranteed Investment Contract EQ Guaranteed Interest Option Manager not matched · Insurance contract | $467K | 17.3% |
| AXA Moderate Plus Allocation Manager not matched · Other | $449K | 16.7% |
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 4 vintages | $344K | 12.8% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund | $231K | 8.6% |
| EQ/Equity 500 Index Portfolio Manager not matched · Mutual fund Index | $221K | 8.2% |
| Pooled Separate Accounts EQ Advisors Trust Equitable · Separate account | $199K | 7.4% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market | $108K | 4.0% |
| AXA Large Cap Growth Managed Volatility Manager not matched · Other | $90K | 3.3% |
| AXA Large Cap Value Managed Volatility Manager not matched · Other | $56K | 2.1% |
| AXA Mid Cap Value Managed Volatility Manager not matched · Other | $56K | 2.1% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.