Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $19,155 |
16 funds of $250K or more; 27 lines in all, holding $11.0M of the plan's $12.1M. From the 2025 filing. Recordkeeper: Ascensus.
Target-date series: American Funds Target Date, mutual fund, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $4.8M | 43.9% |
| GM Nomura Corporate Bond R6 Manager not matched · Mutual fund | $701K | 6.4% |
| GM BlackRock Equity Dividend Instl BlackRock · Mutual fund | $586K | 5.3% |
| GM Hartford Core Equity R6 Hartford Funds · Mutual fund | $576K | 5.2% |
| MFS Research International R6 GM MFS (Sun Life) · Mutual fund | $523K | 4.7% |
| GM Fidelity Advisor Growth Opp Z Fidelity (FMR) · Mutual fund | $491K | 4.5% |
| GM Federated Federated Hermes · Stable value Stable value | $451K | 4.1% |
| GM Loomis Sayles Global Allocation Y Natixis IM · Other | $367K | 3.3% |
| MFS Mid Cap Value Fund R6 GM MFS (Sun Life) · Mutual fund | $358K | 3.2% |
| GM American Funds New World R6 Capital Group · Mutual fund | $333K | 3.0% |
Added 4 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedFidelity | $661K |
| AddedMFS Research International R6 GM | $523K |
| AddedGM Fidelity Advisor Growth Opp Z | $491K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 5 renames.
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.