Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PLANTE & MORAN, PLLC2 years Service code 10 · EIN 38-1357951 | Accounting | $35,000 |
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $18,225 |
24 funds of $250K or more; 36 lines in all, holding $18.5M of the plan's $18.6M. From the 2024 filing. Recordkeeper: Bank of America (Merrill).
Target-date series: BlackRock LifePath Index, mutual fund, 8% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard U.S. Growth Fund Admiral Shares Vanguard · Mutual fund | $3.2M | 17.5% |
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 8 vintages | $1.4M | 7.5% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $1.4M | 7.4% |
| Retirement Bank Account GM Manager not matched · Other | $1.3M | 7.2% |
| Retirement Bank Account Manager not matched · Other | $1.3M | 7.0% |
| Federated Capital Preservation Fund R6 Federated Hermes · Stable value Stable value | $825K | 4.5% |
| Vanguard Intermediate-Term GM Vanguard · Mutual fund | $768K | 4.2% |
| Vanguard Equity Income Adm GM Vanguard · Mutual fund | $705K | 3.8% |
| PIMCO Income Fund Instl CL GM PIMCO (Allianz) · Mutual fund | $703K | 3.8% |
| American Amer Balanced Fund R5 Capital Group · Mutual fund | $701K | 3.8% |
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.
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.