Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $42,061 |
MARSH & MCLENNAN AGENCY LLC6 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $40,896 |
MORISON COGEN LLP11+ years Service code 15 · EIN 23-1406493 | Recordkeeping | $14,000 |
13 funds of $250K or more; 19 lines in all, holding $13.6M of the plan's $14.0M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Vanguard Target Retirement, mutual fund, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $9.9M | 72.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 8.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $676K | 5.0% |
| Collective investment trust Metlife Rel Stable Value O MetLife · Stable value Stable value | $337K | 2.5% |
| Fidelity Small Cap Growth K6 Fund Fidelity (FMR) · Mutual fund | $279K | 2.0% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $243K | 1.8% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $227K | 1.7% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $173K | 1.3% |
| Vanguard International Core Stock Fund Admiral Shares Vanguard · Mutual fund | $144K | 1.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $118K | 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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.