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| Provider | Service type | Compensation |
|---|---|---|
HAZARD & SIEGEL INC10+ years Filed as: HAZARD & SIEGEL ADVISORY SERVICES, Service code 15 · EIN 20-0032740 | Recordkeeping | $40,503 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $325 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
16 funds of $250K or more; 17 lines in all, holding $17.9M of the plan's $18.0M. From the 2024 filing. Recordkeeper: Hazard & Siegel.
Target-date series: T. Rowe Price Retirement, mutual fund, 31% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 6 vintages | $5.6M | 31.4% |
| Fidelity Adv Growth Opps I Fidelity (FMR) · Mutual fund | $3.0M | 16.5% |
| American Funds Wamu - R6 Capital Group · Mutual fund | $2.2M | 12.3% |
| Diamond Hill Select Fund Class Y Diamond Hill · Mutual fund | $1.3M | 7.0% |
| T. Rowe Price Overseas Stock Fund T. Rowe Price · Mutual fund | $1.2M | 6.5% |
| T. Rowe Price QM U.S. Small-Cap Growth Equity Fund T. Rowe Price · Mutual fund | $955K | 5.3% |
| Plan No. 001 December 31, 2024 Federated Investors, Inc. Capital Preservation Fund Federated Hermes · Stable value Stable value | $697K | 3.9% |
| Amerfund Small Cap World - R6 Manager not matched · Mutual fund | $603K | 3.4% |
| New World Fund (R6) Capital Group · Mutual fund | $547K | 3.1% |
| JP Morgan US Rsch Enhances EQ JPMorgan · Mutual fund | $460K | 2.6% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.