Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $32,626 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,690 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
15 funds of $250K or more; 20 lines in all, holding $23.4M of the plan's $23.6M. From the 2025 filing. Recordkeeper: Bank of America (Merrill).
Target-date series: Fidelity Freedom Index, mutual fund, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 8 vintages | $8.4M | 35.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $7.6M | 32.6% |
| Fidelity Total Internation Index Fidelity (FMR) · Mutual fund Index | $2.0M | 8.6% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $1.8M | 7.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $836K | 3.6% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $834K | 3.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $812K | 3.5% |
| Fidelity Total Bond Fund Fidelity Advisor Total Bond Fund: Class Z Fidelity (FMR) · Mutual fund | $453K | 1.9% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $350K | 1.5% |
| Fidelity Free Indx 2060 IP Fidelity (FMR) · Mutual fund Index | $108K | 0.5% |
No lineup changes between the 2024 and 2025 filings.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.