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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $26,858 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,480 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
12 funds of $250K or more; 31 lines in all, holding $6.2M of the plan's $6.2M. From the 2024 filing. Recordkeeper: Bank of America (Merrill).
Target-date series: BlackRock LifePath Index, mutual fund, 22% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 5 vintages | $1.4M | 22.2% |
| BlackRock LifePath BlackRock · Mutual fund Target-date, 2 vintages | $576K | 9.2% |
| Goldman Sachs Mid Cap Growth Fund Class R6 Shares Goldman Sachs · Mutual fund | $522K | 8.4% |
| Loomis Sayles Global Allocation Fund Class N Natixis IM · Mutual fund | $508K | 8.1% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $506K | 8.1% |
| Columbia Balanced Fund Institutional 3 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $467K | 7.5% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $425K | 6.8% |
| Columbia Dividend Income Fund Institutional 3 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $283K | 4.5% |
| iShares Russell 2000 Small Cap Fund K Bdbkx BlackRock · ETF Index | $265K | 4.2% |
| JPMorgan Government Bond Fund Class R6 JPMorgan · Mutual fund | $172K | 2.8% |
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.
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.