Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $78,801 |
ADP BROKER-DEALER1 year Filed as: ADP STRATEGIC PLAN SERVICES Service code 28 · EIN 81-4734347 | Investment Management | $15,229 |
22 funds hold $16.3M of the plan's $16.4M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintages | $8.3M | 50.8% |
| State Street Equity 500 Index Fund Class K State Street (SSgA) · Collective trust Index | $1.5M | 9.3% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · Collective trust Index | $1.2M | 7.1% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $838K | 5.1% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $636K | 3.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $606K | 3.7% |
| Invesco Stable Asset Fund Invesco · Stable value Stable value | $604K | 3.7% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $404K | 2.5% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $354K | 2.2% |
| T. Rowe Price Overseas Stock Fund T. Rowe Price · Mutual fund | $320K | 2.0% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFidelity Inflation-Protected Bond Index Fund | $268K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 renames.
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.
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.