Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 17 · EIN 13-5674085 | Pension Consulting | $27,730 |
ASCENSUS LLC4 years Service code 13 · EIN 11-3665754 | Contract Administrator | $11,283 |
MAXUS PLAN SOLUTIONS4 years Filed as: MAXUS PLAN SOLUTIONS INC. Service code 14 15720 BRISHAM HILL · CHARLOTTE, NC 28277 | Plan Administrator | $1,425 |
17 funds of $250K or more; 12 lines in all, holding $19.8M of the plan's $19.8M. From the 2025 filing. Recordkeeper: Ascensus.
Target-date series: American Funds Target Date, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $13.1M | 65.9% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $2.4M | 12.0% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 5.5% |
| Vanguard Ftse All-World ex-US Index Fund Admiral Shares Vanguard · Mutual fund Index | $807K | 4.1% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $724K | 3.7% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $365K | 1.8% |
| Black Rock Liquidity Funds FedFund I BlackRock · Mutual fund | $361K | 1.8% |
| American Funds Growth Fund of Amer R6 Capital Group · Mutual fund | $306K | 1.5% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $287K | 1.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $232K | 1.2% |
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.
The auditor signed off without reservation. This is the cleanest opinion.