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| Provider | Service type | Compensation |
|---|---|---|
MARSH & MCLENNAN AGENCY LLC5 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $48,915 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,305 |
14 funds of $250K or more; 30 lines in all, holding $15.2M of the plan's $15.4M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.0M | 13.1% |
| PIMCO Realpath Blend 2035 Fund PIMCO (Allianz) · Mutual fund | $1.8M | 11.7% |
| PIMCO Realpath Blend 2060 Fund PIMCO (Allianz) · Mutual fund | $1.6M | 10.4% |
| PIMCO Realpath Blend 2040 Fund PIMCO (Allianz) · Mutual fund | $1.4M | 9.2% |
| PIMCO Realpath Blend 2055 Fund PIMCO (Allianz) · Mutual fund | $1.4M | 9.2% |
| PIMCO Realpath Blend 2045 Fund PIMCO (Allianz) · Mutual fund | $1.3M | 8.7% |
| PIMCO Realpath Blend 2050 Fund PIMCO (Allianz) · Mutual fund | $838K | 5.5% |
| PIMCO Realpath Blend 2030 Fund PIMCO (Allianz) · Mutual fund | $738K | 4.9% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $644K | 4.2% |
| PIMCO Realpath Blend 2025 Fund PIMCO (Allianz) · Mutual fund | $490K | 3.2% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.