Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
MARSH & MCLENNAN AGENCY LLC3+ years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $44,149 |
Service code 37 · EIN 04-2647786 | Loan Processing | $41,223 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,813 |
22 funds of $250K or more; 17 lines in all, holding $34.2M of the plan's $34.7M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $18.9M | 55.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.9M | 11.4% |
| Collective Investment Trust Funds Great Gray Trust Company Large Cap Growth 2 R1 Manager not matched · Collective trust | $2.8M | 8.1% |
| Premium Class Vanguard Vanguard · Mutual fund | $2.2M | 6.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $976K | 2.9% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $873K | 2.6% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $776K | 2.3% |
| Vanguard Wellesley Income Fund Admiral Shares Vanguard · Mutual fund | $747K | 2.2% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $650K | 1.9% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $612K | 1.8% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.