Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $224,632 |
AMERICAN FUNDS2 years Filed as: NEWPORT CAPITAL GROUP LLC Service code 15 · EIN 37-6572947 | Recordkeeping | $17,377 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
10 funds of $250K or more; 19 lines in all, holding $5.1M of the plan's $5.3M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: T. Rowe Price Retirement, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 14 vintages | $4.3M | 83.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $372K | 7.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $146K | 2.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $69K | 1.3% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $62K | 1.2% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $36K | 0.7% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $33K | 0.6% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $24K | 0.5% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $22K | 0.4% |
| Putnam Large Cap Growth Fund Class R6 Franklin Templeton · Mutual fund | $21K | 0.4% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.