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 |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,020 |
REDWITZ INC1 year Filed as: REDWITZ, INC Service code 15 · EIN 33-0850406 | Recordkeeping | $19,000 |
2 funds of $250K or more; 22 lines in all, holding $2.6M of the plan's $2.7M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintages | $2.0M | 74.8% |
| State Street Equity 500 Index Fund Class K State Street (SSgA) · Mutual fund Index | $142K | 5.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $119K | 4.5% |
| Janus Henderson Triton Fund Janus Henderson · Mutual fund | $111K | 4.3% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $63K | 2.4% |
| Growth Fund OF America Capital Group · Mutual fund | $33K | 1.3% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund | $32K | 1.2% |
| JPMorgan Equity Income Fund JPMorgan · Mutual fund | $31K | 1.2% |
| Fidelity Freedom Index Retire Pii Fidelity (FMR) · Mutual fund Index | $27K | 1.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $19K | 0.7% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.