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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,460 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
10 funds of $250K or more; 20 lines in all, holding $7.4M of the plan's $7.9M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $4.8M | 64.5% |
| FID Adv Freedom Retirement A Fidelity (FMR) · Mutual fund Possible retail class A | $477K | 6.5% |
| Invesco S&P 500 Index Fund Class A Invesco · Mutual fund IndexPossible retail class A | $458K | 6.2% |
| Hartford Core Equity Fund Class R4 Hartford Funds · Mutual fund | $257K | 3.5% |
| MFS Growth Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $243K | 3.3% |
| AM Fnds Wash Mutual INV - R3 Manager not matched · Other | $184K | 2.5% |
| Invesco Equity AND Income Fund Class A Invesco · Mutual fund Possible retail class A | $135K | 1.8% |
| NEW Perspective Fund Class R-3 Capital Group · Mutual fund Possible retail class R3 | $130K | 1.8% |
| State ST S&P MD CP IDX NL J Manager not matched · Other Index | $129K | 1.7% |
| Invesco Stable Asset - Adp59 Invesco · Stable value Stable value | $128K | 1.7% |
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.
The auditor signed off without reservation. This is the cleanest opinion.