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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,196 |
15 funds of $250K or more; 19 lines in all, holding $13.5M of the plan's $13.9M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 32% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $4.3M | 31.7% |
| State Street Equity 500 Index Fund Class K State Street (SSgA) · Mutual fund IndexPossible retail class A | $2.6M | 19.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $1.2M | 9.2% |
| Invesco Stable Asset Fund Invesco · Stable value Stable value | $1.1M | 8.1% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund Possible retail class A | $784K | 5.8% |
| iShares MSCI EAFE International Index BlackRock · ETF Index | $706K | 5.2% |
| Vanguard Small Cap Index Admrl Vanguard · Mutual fund IndexPossible retail class A | $535K | 4.0% |
| T. Rowe Price Overseas Stock T. Rowe Price · Mutual fund Possible retail class A | $418K | 3.1% |
| Vanguard Intermediate Term Bon Vanguard · Mutual fund Possible retail class A | $377K | 2.8% |
| Vanguard Emerging Markets Stock Index Vanguard · Mutual fund IndexPossible retail class A | $317K | 2.3% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.