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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,290 |
ADP BROKER-DEALER9 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
19 funds of $250K or more; 27 lines in all, holding $21.6M of the plan's $21.7M. From the 2025 filing. Recordkeeper: ADP.
| Fund | Dollars | % of funds% |
|---|---|---|
| Franklin Growth Fund Advisor Class Franklin Templeton · Mutual fund | $3.0M | 13.9% |
| Invesco VanKampen Equity and Income Fund Invesco · Mutual fund | $1.8M | 8.5% |
| SSgA S&P 500 Index Non-Lending Series Fund State Street (SSgA) · Collective trust Index | $1.7M | 7.9% |
| Rising Dividends Fund Advisor Class Manager not matched · Mutual fund | $1.6M | 7.6% |
| Retirement 2040 Fund Investor Class Manager not matched · Mutual fund | $1.6M | 7.4% |
| Small Cap Value Fund Manager not matched · Mutual fund | $1.6M | 7.3% |
| Retirement 2030 Fund Investor Class Manager not matched · Mutual fund | $1.3M | 5.8% |
| State Street U.S. Bond Index Securities Lending Series Fund State Street (SSgA) · Collective trust Index | $1.2M | 5.6% |
| Retirement 2050 Fund Investor Class Manager not matched · Mutual fund | $1.1M | 5.1% |
| Allspring Special Mid Cap Value Fund Institutional Class Allspring · Mutual fund | $926K | 4.3% |
Added 14 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| Dropped2024 | $14.5M |
| AddedRetirement 2040 Fund Investor Class | $4.8M |
| DroppedInterests in common collective trusts | $4.2M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.