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 |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 15 · EIN 93-0987232 | Recordkeeping | $19,099 |
Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $17,459 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,224 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
13 funds of $250K or more; 29 lines in all, holding $11.5M of the plan's $11.8M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: American Funds Target Date, mutual fund, 1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $1.7M | 15.1% |
| M etlife Stable Value Manager not matched · Stable value Stable value | $1.5M | 12.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 10.6% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $1.0M | 8.8% |
| M utual Fund Capital Group · Mutual fund | $946K | 8.2% |
| Ishares M SCI EAFE International Index BlackRock · ETF Index | $867K | 7.5% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund | $725K | 6.3% |
| Vanguard GNM A Adm Vanguard · Mutual fund | $686K | 5.9% |
| Fidelity M id Cap Index Fund Fidelity (FMR) · Mutual fund Index | $524K | 4.5% |
| Janus Henderson Triton Fund Janus Henderson · Mutual fund | $456K | 3.9% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.