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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $51,949 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,189 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
21 funds of $250K or more; 22 lines in all, holding $32.1M of the plan's $33.9M. From the 2024 filing. Recordkeeper: Commonwealth Financial Network.
Target-date series: T. Rowe Price Retirement, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $20.5M | 63.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.5M | 7.9% |
| Fidelity Blue Chip Growth Fund Class K Fidelity (FMR) · Mutual fund | $1.7M | 5.3% |
| Metlife REL ST VAL MetLife · Other | $1.6M | 4.9% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $948K | 3.0% |
| Amerfunds Amer Balanced - R6 Capital Group · Mutual fund | $701K | 2.2% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $667K | 2.1% |
| Janus Henderson Triton Fund Class N Janus Henderson · Mutual fund | $530K | 1.7% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund | $461K | 1.4% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund | $442K | 1.4% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.