Filings through .
Filed April 25, 2007
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $80,762 |
Filed as: AMERIPRISE FINANCIAL Service code 15 · EIN 41-0973005 | Recordkeeping | $20,516 |
15 funds of $250K or more; 28 lines in all, holding $13.1M of the plan's $13.8M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: American Funds Target Date, mutual fund, 4% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.4M | 18.6% |
| Apex Guaranteed Fixed Int Y Manager not matched · Insurance contract | $2.1M | 16.4% |
| Amerfunds 2030 Targ Dateret R6 Manager not matched · Mutual fund | $861K | 6.6% |
| Amerfunds 2050 Targ Dateret R6 Manager not matched · Mutual fund | $832K | 6.4% |
| Amerfunds 2060 Targ Dateret R6 Manager not matched · Mutual fund | $709K | 5.4% |
| Vic Pio Fundamental Growth R6 Manager not matched · Mutual fund | $687K | 5.3% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $650K | 5.0% |
| Amerfunds 2040 Targ Dateret R6 Manager not matched · Mutual fund | $570K | 4.4% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 1 vintage | $537K | 4.1% |
| Amerfunds 2045 Targ Dateret R6 Manager not matched · Mutual fund | $436K | 3.3% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.