Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 61-1495162 | Recordkeeping | $8,888 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,326 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
6 funds of $250K or more; 20 lines in all, holding $6.2M of the plan's $6.8M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: T. Rowe Price Retirement, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages | $4.0M | 64.8% |
| State Street S&P 500 Index Viii Fund State Street (SSgA) · Mutual fund Index | $813K | 13.1% |
| State Street State Street Russel SC Index VI State Street (SSgA) · Mutual fund Index | $270K | 4.4% |
| Payden High Income Fund Payden & Rygel · Mutual fund | $155K | 2.5% |
| Guggenheim Partners Investment Guggenheim Core Bond Fund A Guggenheim · Mutual fund Possible retail class A | $144K | 2.3% |
| Federated MDT Federated MDT Small Cap Gr A Federated Hermes · Other | $122K | 2.0% |
| Management, LLC JPMorgan JP Morgan US Value R3 JPMorgan · Mutual fund Possible retail class R3 | $113K | 1.8% |
| T. Rowe Price Associates T. Rowe Price Allcap Opps Adv T. Rowe Price · Mutual fund | $85K | 1.4% |
| Eaton Vance Atlanta Capital Smid Cap A Morgan Stanley · Other | $85K | 1.4% |
| NEW Perspective Fund Class R-3 Capital Group · Mutual fund Possible retail class R3 | $81K | 1.3% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.