Filings through .
Filed March 27, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $35,019 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
9 funds hold $1.1M of the plan's $1.1M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: T. Rowe Price Retirement, mutual fund, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Manager not matched · Mutual fund Target-date, 8 vintages | $658K | 61.4% |
| Trprice Retirement 2035 Inv Manager not matched · Mutual fund | $181K | 16.9% |
| T. Rowe Price Retirement Manager not matched · Other Target-date, 1 vintage | $139K | 13.0% |
| T. Rowe Price Retire Bal Adv T. Rowe Price · Mutual fund | $66K | 6.1% |
| Attachment to 2024 Form Manager not matched · Other | $17K | 1.5% |
| State ST S&P 500 IDX Viii Manager not matched · Other Index | $4K | 0.4% |
| Macquarie Small CAP Value Inst Macquarie / Nomura · Other | $3K | 0.2% |
| State ST Russ SC IDX VI Manager not matched · Other Index | $3K | 0.2% |
| State ST S&P MD CP IDX NL G Manager not matched · Other Index | $2K | 0.2% |
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.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.