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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA ADVISORS, LLC Service code 15 · EIN 13-4071393 | Recordkeeping | $61,302 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,711 |
18 funds of $250K or more; 17 lines in all, holding $15.4M of the plan's $15.6M. From the 2025 filing. Recordkeeper: AXA Equitable Life Insurance.
Target-date series: American Funds Target Date, mutual fund, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Manager not matched · Mutual fund Target-date, 10 vintages | $8.8M | 57.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $971K | 6.3% |
| AB Large CAP Growth Fund INC Class Z AllianceBernstein · Mutual fund | $887K | 5.8% |
| AB Relative Value Fund, INC. Class Z AllianceBernstein · Mutual fund | $747K | 4.9% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $696K | 4.5% |
| TCW Metwest Total Ret Bond Pl TCW · Mutual fund | $513K | 3.3% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $481K | 3.1% |
| iShares Russell Mid-Cap Index Fund Class K BlackRock · ETF Index | $448K | 2.9% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $320K | 2.1% |
| GS Intl EQ Insights R6 Goldman Sachs · Mutual fund | $275K | 1.8% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.