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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $18,740 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $12,655 |
3 funds of $250K or more; 17 lines in all, holding $3.1M of the plan's $3.1M. From the 2024 filing. Recordkeeper: Ascensus.
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan Global Allocation Fund Class R6 JPMorgan · Mutual fund | $1.3M | 43.0% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $553K | 18.1% |
| Fidelity Advisor New Insights Fund Class Z Fidelity (FMR) · Mutual fund | $442K | 14.5% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $243K | 8.0% |
| Small CAP Value Fund R6 Class American Century · Mutual fund | $133K | 4.3% |
| Loomis Sayles Small Cap Growth Fund Class N Natixis IM · Mutual fund | $72K | 2.4% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price · Mutual fund | $57K | 1.9% |
| Clearbridge Small Cap Fund I Franklin Templeton · Mutual fund | $43K | 1.4% |
| T. Rowe Price Spect Mod Growth Allocation 1 T. Rowe Price · Mutual fund | $42K | 1.4% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $41K | 1.4% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.