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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.8 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $13,428 |
12 funds of $250K or more; 13 lines in all, holding $7.1M of the plan's $7.1M. From the 2025 filing. Recordkeeper: Milliman.
Target-date series: American Funds Target Date, mutual fund, 73% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $5.2M | 73.0% |
| Interests in Mutual Funds: Fidelity Growth Company Fund Fidelity (FMR) · Mutual fund | $506K | 7.1% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $319K | 4.5% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $234K | 3.3% |
| PIMCO RAE US Fund Institutional Class PIMCO (Allianz) · Mutual fund | $230K | 3.2% |
| Interests in Collective Trust Fund: Mellon Stable Value Fund BNY · Stable value Stable value | $202K | 2.8% |
| Small CAP Value Fund R6 Class American Century · Mutual fund | $150K | 2.1% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $117K | 1.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $58K | 0.8% |
| THE Hartford Total Return Bond Fund Class R6 Hartford Funds · Mutual fund | $49K | 0.7% |
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.
The auditor signed off without reservation. This is the cleanest opinion.