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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $79,816 |
401K ADVISORS INC6 years Service code 15 · EIN 33-0905143 | Recordkeeping | $66,513 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
25 funds of $250K or more; 27 lines in all, holding $27.0M of the plan's $27.3M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: American Funds Target Date, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| FID 500 IND Fidelity (FMR) · Other | $3.6M | 13.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $2.0M | 7.4% |
| Blackrock Equity Dividend Fund Class K BlackRock · Mutual fund | $2.0M | 7.2% |
| Victory RS International Fund Class Y Victory Capital · Mutual fund | $1.8M | 6.8% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $1.7M | 6.4% |
| Amerfunds 2030 Targ Dateret R6 Manager not matched · Mutual fund | $1.7M | 6.1% |
| Galliard Stable Return Fund C Allspring · Mutual fund Possible retail class C | $1.4M | 5.2% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 4.4% |
| Amerfunds 2040 Targ Dateret R6 Manager not matched · Mutual fund | $1.2M | 4.3% |
| Amerfunds 2020 Targ Dateret R6 Manager not matched · Mutual fund | $1.1M | 4.2% |
Covers 60,908 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).
The auditor signed off without reservation. This is the cleanest opinion.