Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,818 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $19,487 |
17 funds of $250K or more; 28 lines in all, holding $25.3M of the plan's $26.7M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: T. Rowe Price Retirement, mutual fund, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages | $17.5M | 69.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.8M | 7.0% |
| Amerfunds Amer Balanced - R6 Capital Group · Mutual fund | $1.7M | 6.8% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $556K | 2.2% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $405K | 1.6% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $393K | 1.6% |
| Inv Disc Mid Cap Growth R6 Manager not matched · Mutual fund | $364K | 1.4% |
| DFA US Large Company I Dimensional · Mutual fund | $325K | 1.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $299K | 1.2% |
| Virtus Silvant Focused Growth Fund R6 Virtus · Mutual fund | $211K | 0.8% |
Added 1 fund, dropped 2 funds. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| AddedAmerfunds Amer Balanced - R6 | $1.7M |
| DroppedAmerican Balanced Fund | $1.5M |
| DroppedVanguard Equity Income Fund Admiral Shares | $902K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 renames.
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.