Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $22,000 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,596 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
23 funds of $250K or more; 22 lines in all, holding $72.9M of the plan's $73.2M. From the 2025 filing. Recordkeeper: Bank of America (Merrill).
Target-date series: BlackRock LifePath Index, mutual fund, 39% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 10 vintages | $28.3M | 38.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund | $12.3M | 16.9% |
| Nyli Winslow Large Cap Growth Fund Class R6 TIAA (Nuveen) · Mutual fund | $5.4M | 7.4% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $4.2M | 5.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $4.0M | 5.4% |
| John Hancock Disciplined Value Fund Class R6 John Hancock (Manulife) · Mutual fund | $2.9M | 3.9% |
| Htfd Sch Emg Mkts Equity Sdr Manager not matched · Mutual fund | $2.6M | 3.6% |
| Putnam Stable Value Fund 20 Franklin Templeton · Stable value Stable value | $2.0M | 2.8% |
| Bond Fund OF America Class R-6 Capital Group · Mutual fund | $1.7M | 2.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 2.2% |
Added 5 funds.
| Fund | Year-end value |
|---|---|
| AddedFidelity 500 Index Fund | $12.3M |
| AddedHtfd Sch Emg Mkts Equity Sdr | $2.6M |
| AddedBond Fund OF America Class R-6 | $1.7M |
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.
The auditor signed off without reservation. This is the cleanest opinion.