Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: M2B RETIREMENT CONSULTING LLC Service code 49 STONEWOOD COMMONS I 101 BRADFORD · WEXFORD, PA 15090 | Other Services | $9,887 |
MORNINGSTAR8 years Service code 27 | Advisory (Plan) | $2,876 |
19 funds of $250K or more; 34 lines in all, holding $22.5M of the plan's $22.7M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds 2040 TDate R6 Capital Group · Mutual fund | $3.2M | 14.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.9M | 12.8% |
| American Funds 2045 TDate R6 Capital Group · Mutual fund | $2.4M | 10.8% |
| American Funds 2030 TDate R6 Capital Group · Mutual fund | $2.1M | 9.5% |
| American Funds 2050 TDate R6 Capital Group · Mutual fund | $1.8M | 7.8% |
| American Funds 2035 TDate R6 Capital Group · Mutual fund | $1.5M | 6.7% |
| American Funds Growth Fnd R6 Capital Group · Mutual fund | $1.2M | 5.3% |
| American Funds 2055 TDate R6 Capital Group · Mutual fund | $1.2M | 5.2% |
| American Funds Nw Prspctv R6 Capital Group · Mutual fund | $785K | 3.5% |
| American 2065 Tdate R6 Capital Group · Mutual fund | $674K | 3.0% |
Added 15 funds.
| Fund | Year-end value |
|---|---|
| AddedAmerican Funds 2040 TDate R6 | $3.2M |
| AddedAmerican Funds 2045 TDate R6 | $2.4M |
| AddedAmerican Funds 2030 TDate R6 | $2.1M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 stable value or insurance lines.
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.
The auditor signed off without reservation. This is the cleanest opinion.