Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RMR WEALTH BUILDERS INC2 years Service code 99 · EIN 11-2812983 111 GROVE STREET · MONTCLAIR, NJ 07042 | Other Fees | $6,175 |
2 funds of $250K or more; 25 lines in all, holding $1.4M of the plan's $1.4M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| investment including maturity date, rate of MyCompass Ind Mod 2045 Fd R Manager not matched · Collective trust | $380K | 26.4% |
| MyCompass Ind Mod 2055 Fd R Manager not matched · Collective trust | $364K | 25.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Separate account Index | $204K | 14.2% |
| MyCompass Ind Mod 2065 Fd R Manager not matched · Collective trust | $118K | 8.2% |
| MyCompass Ind Agg 2055 Fd R Manager not matched · Collective trust | $87K | 6.0% |
| MyCompass Ind Mod 2035 Fd R Manager not matched · Collective trust | $85K | 5.9% |
| Vangrd LifeStrat Grw Fd Inv Vanguard · Separate account | $73K | 5.1% |
| MyCompass Ind Cns 2045 F R Manager not matched · Collective trust | $33K | 2.3% |
| iShares MSCI EAFE Index Fnd K BlackRock · Separate account Index | $30K | 2.1% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Separate account | $19K | 1.3% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| Addedinvestment including maturity date, rate of MyCompass Ind Mod 2045 Fd R | $380K |
| DroppedMyCompass Ind Mod 2045 Fd R | $253K |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.