Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ERP NATIONAL LLC2 years Service code 10 · EIN 84-2409363 | Accounting | $102,446 |
MARSH & MCLENNAN AGENCY LLC5+ years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $85,285 |
Service code 37 · EIN 04-2647786 | Loan Processing | $77,418 |
STRATEGIC ADVISORS, INC.5+ years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654624 | Advisory (Plan) | $19,242 |
25 funds of $250K or more; 23 lines in all, holding $89.8M of the plan's $93.4M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 67% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $60.1M | 66.9% |
| Fidelity Growth Company Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $9.2M | 10.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $8.1M | 9.0% |
| Mip CL 2 Manager not matched · Mutual fund | $1.6M | 1.8% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.3M | 1.5% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $1.2M | 1.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.2M | 1.3% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $924K | 1.0% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $875K | 1.0% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $816K | 0.9% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.