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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH RETIRE & BENEFIT SVCS Service code 27 · EIN 13-5674085 | Advisory (Plan) | $50,524 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $46,056 |
17 funds of $250K or more; 19 lines in all, holding $15.5M of the plan's $15.7M. From the 2024 filing. Recordkeeper: Ascensus.
Target-date series: American Funds Target Date, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $8.9M | 57.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.8M | 11.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $744K | 4.8% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $732K | 4.7% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $626K | 4.0% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $480K | 3.1% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $415K | 2.7% |
| American Funds American Mutua Capital Group · Mutual fund | $404K | 2.6% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $294K | 1.9% |
| Goldman Sachs Stable Value Instl Goldman Sachs · Stable value Stable value | $270K | 1.7% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.