Filings through .
Filed March 29, 2006
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.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $24,008 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,876 |
ADP BROKER-DEALER9 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
6 funds of $250K or more; 19 lines in all, holding $4.5M of the plan's $4.7M. From the 2024 filing. Recordkeeper: Bank of America (Merrill).
Target-date series: T. Rowe Price Retirement, mutual fund, 96% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 9 vintages | $4.3M | 95.7% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $41K | 0.9% |
| Amer Cent Mid Cap Val - Inv Manager not matched · Mutual fund | $41K | 0.9% |
| American Funds Wamu - R6 Capital Group · Mutual fund | $36K | 0.8% |
| T. Rowe Price Large-Cap Growth Fund-I Class T. Rowe Price · Mutual fund | $20K | 0.4% |
| Cohen & Steers Real Estate Securities Fund Class Z Cohen & Steers · Mutual fund | $14K | 0.3% |
| Pgim High Yield Fund Class R6 Prudential (PGIM) · Mutual fund | $11K | 0.2% |
| T-Fund Premier BlackRock · Mutual fund | $10K | 0.2% |
| iShares Russell 2000 Small-Cap Index Fund Class K BlackRock · ETF Index | $7K | 0.1% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $5K | 0.1% |
Covers 61,314 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.
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.