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| Provider | Service type | Compensation |
|---|---|---|
MARSH & MCLENNAN AGENCY LLC3 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $32,674 |
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,220 |
12 funds of $250K or more; 24 lines in all, holding $10.9M of the plan's $11.1M. From the 2025 filing. Recordkeeper: Marsh & Mclennan Agency.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vngrd Trgt Rtrmt 2035 Manager not matched · Mutual fund | $1.4M | 13.0% |
| Vngrd Trgt Rtrmt 2030 Manager not matched · Mutual fund | $1.3M | 12.4% |
| Vngrd Trgt Rtrmt 2045 Manager not matched · Mutual fund | $967K | 8.9% |
| Vngrd Trgt Rtrmt 2025 Manager not matched · Mutual fund | $960K | 8.8% |
| Vngrd Trgt Rtrmt 2040 Manager not matched · Mutual fund | $940K | 8.7% |
| Vngrd 500 Index Admiral Manager not matched · Mutual fund Index | $898K | 8.3% |
| Vngrd Trgt Rtrmt 2050 Manager not matched · Mutual fund | $683K | 6.3% |
| Vngrd Trgt Rtrmt Inc Manager not matched · Mutual fund | $616K | 5.7% |
| Vngrd Trgt Rtrmt 2055 Manager not matched · Mutual fund | $498K | 4.6% |
| Vngrd Trgt Rtrmt 2065 Manager not matched · Mutual fund | $401K | 3.7% |
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.
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.