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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH - EPS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $19,550 |
Filed as: MERRILL LYNCH - FAS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $15,063 |
8 funds of $250K or more; 18 lines in all, holding $9.3M of the plan's $9.4M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: BlackRock LifePath Index, other, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Separate account Target-date, 10 vintages | $4.1M | 44.0% |
| Vanguard Growth Index Fund Vanguard · Separate account Index | $1.8M | 19.6% |
| 500 Index Fund Manager not matched · Separate account Index | $1.4M | 14.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Separate account Index | $516K | 5.5% |
| Vanguard Mid-Cap Growth ETF Vanguard · Separate account Index | $228K | 2.4% |
| Vanguard Tot Wld Stk Index ETF Vanguard · Separate account Index | $186K | 2.0% |
| Small Cap Index Fund Manager not matched · Separate account Index | $171K | 1.8% |
| Vanguard Value Index Fund Vanguard · Separate account Index | $170K | 1.8% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Stable value Stable valueRecordkeeper's own fund | $156K | 1.7% |
| Vanguard Total International Stock Index Fund Vanguard · Separate account Index | $143K | 1.5% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.