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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $33,952 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $29,614 |
15 funds of $250K or more; 29 lines in all, holding $14.9M of the plan's $15.3M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 8 vintages | $7.7M | 51.8% |
| IS S&P 500 Index K Manager not matched · Mutual fund Index | $1.4M | 9.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.1M | 7.5% |
| AF TD Income 2020 R6 Capital Group · Mutual fund | $733K | 4.9% |
| Bwg Corp Credit IS Manager not matched · Mutual fund | $486K | 3.3% |
| Mefs International Growth Fund Class R6 Manager not matched · Mutual fund | $470K | 3.2% |
| Col Dividend Inc I3 Manager not matched · Mutual fund Possible retail class A | $387K | 2.6% |
| The Hartford International Value Fund Class R6 Hartford Funds · Mutual fund | $330K | 2.2% |
| Col Glb Tech Grth I3 Manager not matched · Mutual fund | $267K | 1.8% |
| AF TD Income 2025 R6 Capital Group · Mutual fund | $224K | 1.5% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedThe Hartford International Value Fund Class R6 | $330K |
| DroppedMgl MD CP Grth R6 | $264K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.