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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,938 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
SAGEPOINT FINANCIAL INC2 years Filed as: AIG SECURITIES A K A SAGEPOINT ADVI Service code 49 9171 TOWNE CENTER DR SUITE 500 · SAN DIEGO, CA 92122 | Other Services | $0 |
1 fund of $250K or more; 23 lines in all, holding $3.0M of the plan's $3.0M. From the 2024 filing. Recordkeeper: ADP.
| Fund | Dollars | % of funds% |
|---|---|---|
| Morgan Stanley US Government Money Market Trust Morgan Stanley · Money market | $1.1M | 36.5% |
| Invesco Equally-Weighted S&P 500 Fund Class A Invesco · Mutual fund IndexPossible retail class A | $248K | 8.3% |
| Columbia Select Large Cap Value Fund Class A Ameriprise (Columbia Threadneedle) · Mutual fund Possible retail class A | $205K | 6.9% |
| Columbia Cornerstone Equity Fund Class A Ameriprise (Columbia Threadneedle) · Mutual fund | $186K | 6.2% |
| Calamos Global Opportunities Fund Manager not matched · Mutual fund | $170K | 5.7% |
| Victory Sycamore Established Value Fund Class A Victory Capital · Mutual fund Possible retail class A | $127K | 4.2% |
| Invesco Comstock Fund Class Y Invesco · Mutual fund | $121K | 4.1% |
| Alger Capital Appreciation Instl I Manager not matched · Mutual fund | $116K | 3.9% |
| Morgan Stanley Institutional Fund Trust Discovery Portfolio Class A Morgan Stanley · Collective trust | $112K | 3.7% |
| Invesco Small CAP Value Fund Class A Invesco · Mutual fund Possible retail class A | $96K | 3.2% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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.