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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 81-2780637 | Recordkeeping | $17,976 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,505 |
ADP BROKER-DEALER11+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
11 funds of $250K or more; 32 lines in all, holding $10.2M of the plan's $10.5M. From the 2025 filing. Recordkeeper: Excel Wealth Management.
Target-date series: Vanguard Target Retirement, mutual fund, 73% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 8 vintages | $7.0M | 68.6% |
| Vanguard Target Retirement Vanguard · Other Target-date, 3 vintages | $405K | 4.0% |
| Van MS Growth Index Adm Vanguard · Mutual fund Index | $346K | 3.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $340K | 3.3% |
| Van MS Midcap Grwth Index Adm Vanguard · Mutual fund Index | $248K | 2.4% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $243K | 2.4% |
| Capital Income Builder Class R-6 Capital Group · Mutual fund | $207K | 2.0% |
| Invesco Balanced-Risk Allc R6 Invesco · Mutual fund | $185K | 1.8% |
| Fidelity Small Cap Growth Fund Fidelity (FMR) · Mutual fund | $142K | 1.4% |
| Transamerica Capital Growth I Transamerica (Aegon) · Other | $134K | 1.3% |
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.