Filings through .
Filed August 20, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTOR SVCS Service code 27 1295 STATE STREET · SPRINGFIELD, MA 50023 | Advisory (Plan) | $15,333 |
ASCENSUS LLC2+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $4,773 |
3 funds of $250K or more; 28 lines in all, holding $2.1M of the plan's $2.4M. From the 2025 filing. Recordkeeper: Ascensus.
Target-date series: Vanguard Target Retirement, mutual fund, 16% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| U.S. Vector Equity Portfolio - Institutional Class Dimensional · Mutual fund | $383K | 18.1% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 4 vintages | $347K | 16.4% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $313K | 14.8% |
| DFA U.S. Core Equity | Portfolio Institutional Class Dimensional · Mutual fund | $303K | 14.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $97K | 4.6% |
| DFA Intl Small Cap Value Portf Instl Dimensional · Mutual fund | $85K | 4.0% |
| DFA Real Estate Securities Portfolio - Institutional Class Dimensional · Mutual fund | $74K | 3.5% |
| International Small Company Portfolio - Institutional Class Dimensional · Mutual fund | $69K | 3.3% |
| Emerging Markets Portfolio - Institutional Class Dimensional · Mutual fund | $67K | 3.2% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $63K | 3.0% |
Added 2 funds.
| Fund | Year-end value |
|---|---|
| AddedU.S. Vector Equity Portfolio - Institutional Class | $383K |
| AddedDFA U.S. Core Equity | Portfolio Institutional Class | $303K |
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.
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.