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8 funds of $250K or more; 11 lines in all, holding $7.8M of the plan's $8.1M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| AB Global Bond Fund, Inc. AllianceBernstein · Mutual fund | $3.4M | 44.3% |
| Alliance Bernstein Collective Investment Trust Global LW AllianceBernstein · Collective trust | $1.1M | 13.5% |
| iShares Core S&P Total U.S. Stock Market ETF BlackRock · ETF Index | $778K | 10.0% |
| AB Short Duration High Yield Portfolio Advisor AllianceBernstein · Mutual fund | $754K | 9.7% |
| AB Bond Fund Income Advisor AllianceBernstein · Mutual fund | $464K | 6.0% |
| Innovator U.S. Equity Power Buffer ETF - March Manager not matched · ETF Index | $380K | 4.9% |
| iShares Core MSCI EAFE ETF BlackRock · ETF Index | $284K | 3.7% |
| Innovator U.S. Equity Buffer ETF - July Manager not matched · ETF Index | $272K | 3.5% |
| AB Global Core Equity Portfolio AllianceBernstein · Mutual fund | $194K | 2.5% |
| AB Emerging Markets Multi-Asset Portfolio AllianceBernstein · Mutual fund | $143K | 1.8% |
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
Lucas R. Benson Eisner Advisory Group LLC Schedule SB | Schedule SB | Pro |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.