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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,599 |
13 funds hold $407K of the plan's $473K. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 81% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintages | $328K | 80.7% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $27K | 6.7% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price · Mutual fund | $13K | 3.2% |
| JPMorgan Equity Income Fund JPMorgan · Mutual fund | $13K | 3.1% |
| State Street Equity 500 Index Fund State Street (SSgA) · Mutual fund Index | $10K | 2.4% |
| Growth Fund OF America Capital Group · Mutual fund | $9K | 2.3% |
| iShares MSCI EAFE International Index Fund BlackRock · ETF Index | $3K | 0.7% |
| Vanguard Intermediate-Term Bond Index Fund Vanguard · Mutual fund Index | $981 | 0.2% |
| Nuveen Small Cap Blend Index Fund TIAA (Nuveen) · Mutual fund Index | $498 | 0.1% |
| Janus Henderson Triton Fund Janus Henderson · Mutual fund | $483 | 0.1% |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.