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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $635 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 49 401 BROADHOLLOW RD · MELVILLE, NY 11747 | Other Services | $0 |
10 funds of $250K or more; 25 lines in all, holding $8.6M of the plan's $9.3M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: T. Rowe Price Retirement, mutual fund, 24% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| GS Growth Strategy - A Goldman Sachs · Other | $2.2M | 25.3% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 8 vintages | $2.1M | 24.4% |
| GS Dynamic Global Equity - A Goldman Sachs · Other | $911K | 10.6% |
| GS Large CAP Equity A Goldman Sachs · Other | $868K | 10.1% |
| JPMorgan U.S. Equity Fund Class A JPMorgan · Mutual fund Possible retail class A | $470K | 5.5% |
| THE Hartford Midcap Fund Class R4 Hartford Funds · Mutual fund | $443K | 5.2% |
| GS Growth & Income Strat - A Goldman Sachs · Other | $427K | 5.0% |
| JAN Hend Glbl Tech INN S Manager not matched · Other | $295K | 3.4% |
| ClearBridge Large Cap Value Fund Class A Franklin Templeton · Mutual fund Possible retail class A | $270K | 3.2% |
| Invesco Global Fund Class A Invesco · Mutual fund Possible retail class A | $156K | 1.8% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.