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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 27 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $5,942 |
13 funds of $250K or more; 16 lines in all, holding $16.7M of the plan's $22.4M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: JPMorgan SmartRetirement, mutual fund, 23% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares S&P 500 Index Fund BlackRock · ETF Index | $7.9M | 47.5% |
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 10 vintages | $3.8M | 22.6% |
| Alger Spectra Manager not matched · Mutual fund | $2.1M | 12.5% |
| Columbia Select Large Cap Growth Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $474K | 2.8% |
| Blackrock Health Sciences Opportunities Portfolio BlackRock · Mutual fund | $347K | 2.1% |
| Invesco International Growth Fund Invesco · Mutual fund | $335K | 2.0% |
| Victory Sycamore Established Value Fund Victory Capital · Mutual fund | $300K | 1.8% |
| Columbia Small Cap Index Fund Ameriprise (Columbia Threadneedle) · Mutual fund Index | $253K | 1.5% |
| MFS International Intrinsic Equity Fund MFS (Sun Life) · Mutual fund | $235K | 1.4% |
| Columbia Mid Cap Index Fund Ameriprise (Columbia Threadneedle) · Mutual fund Index | $229K | 1.4% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).