Filings through .
Filed July 18, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Filed as: MERRILL LYNCH Service code 51 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment Mgmt Fees | $201,590 |
BANK OF AMERICA11+ years Service code 21 · EIN 94-1687665 101 S TRYON ST · CHARLOTTE, NC 28280 | Bank Trustee | $170,683 |
MERCER11+ years Service code 11 · EIN 13-2834414 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Actuarial | $152,000 |
HAWTHORN, WAYMOUTH & CARROLL, LLP11+ years Service code 10 · EIN 72-0464428 | Accounting | $12,500 |
11 funds of $250K or more; 55 lines in all, holding $23.6M of the plan's $43.3M. From the 2024 filing. Recordkeeper: Bank of America (Merrill).
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares Core S&P 500 ETF BlackRock · ETF Index | $6.2M | 26.4% |
| Ishares Core U.S BlackRock · ETF Index | $4.4M | 18.8% |
| Vanguard Dividend Vanguard · Mutual fund | $2.8M | 12.0% |
| Vanguard Russell Vanguard · Mutual fund | $2.8M | 11.8% |
| Vanguard Utilities ETF Vanguard · ETF Index | $1.1M | 4.8% |
| WA Smash Series Core Manager not matched · Other | $1.0M | 4.3% |
| Mutual Funds Western Asset Smash Franklin Templeton · Mutual fund | $828K | 3.5% |
| Western Asset Smash Franklin Templeton · Other | $676K | 2.9% |
| Goldman Sachs Group Inc Goldman Sachs · Mutual fund | $351K | 1.5% |
| Jpmorgan Chase & CO JPMorgan · Mutual fund | $339K | 1.4% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Adam Coburn, Ea, Maaa Mercer Schedule SB | Schedule SB | Pro |
Employer contribution per participant 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.
The auditor signed off without reservation. This is the cleanest opinion.