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| Provider | Service type | Compensation |
|---|---|---|
PKF OCONNOR DAVIES1 year Filed as: PKF OCONNOR DAVIES ADVISORY, LLC Service code 15 · EIN 87-3231666 | Recordkeeping | $27,473 |
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,310 |
ROCKLAND TRUST4+ years Filed as: ROCKLAND TRUST CO. Service code 15 · EIN 04-1782600 | Recordkeeping | $20,546 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
13 funds of $250K or more; 18 lines in all, holding $11.0M of the plan's $11.8M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: BlackRock LifePath Index, mutual fund, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $5.4M | 48.8% |
| Vanguard U.S. Growth Fund Admiral Shares Vanguard · Mutual fund | $1.6M | 14.8% |
| Vanguard Windsor Fund Admiral Shares Vanguard · Mutual fund | $902K | 8.2% |
| Amerfunds Amer Balanced - R6 Capital Group · Mutual fund | $628K | 5.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $555K | 5.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $492K | 4.5% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund | $473K | 4.3% |
| Pgim High Yield Fund Class R6 Prudential (PGIM) · Mutual fund | $296K | 2.7% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $243K | 2.2% |
| Lord Abbett Bond Debenture Fund INC Class R6 Lord Abbett · Mutual fund | $122K | 1.1% |
Added 1 fund, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| AddedVanguard U.S. Growth Fund Admiral Shares | $1.6M |
| DroppedVanguard US Growth Index Fund Admiral | $1.5M |
| DroppedFidelity U.S. Bond Index Fund | $605K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.