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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,614 |
ADP BROKER-DEALER1 year Service code 37 · EIN 22-3319984 | Loan Processing | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
16 funds of $250K or more; 20 lines in all, holding $12.0M of the plan's $12.2M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Vanguard Target Retirement, mutual fund, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $6.4M | 53.9% |
| Vanguard Growth Index Adm (i) Vanguard · Mutual fund Index | $1.9M | 15.9% |
| Vanguard Growth & Income Admir (i) Vanguard · Mutual fund | $581K | 4.8% |
| Van Target Retire Inc - Inv (i) Vanguard · Mutual fund | $365K | 3.0% |
| Invesco Stable Asset - Adpz (i) Invesco · Stable value Stable value | $348K | 2.9% |
| i) Mutual funds: MFS Total Return - R6 MFS (Sun Life) · Mutual fund | $315K | 2.6% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $283K | 2.4% |
| Vang Equity Inc Adm (i) Vanguard · Mutual fund | $272K | 2.3% |
| Victory Established Value R6 (i) Victory Capital · Mutual fund | $257K | 2.1% |
| Vanguard Intermediate Term Bon (i) Vanguard · Mutual fund | $210K | 1.8% |
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 71,097 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.