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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,785 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
13 funds of $250K or more; 25 lines in all, holding $14.4M of the plan's $14.7M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: JPMorgan SmartRetirement, mutual fund, 67% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 10 vintages | $9.6M | 66.8% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $1.4M | 9.4% |
| American Fnds Fundament Inv R6 Manager not matched · Mutual fund | $437K | 3.0% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $258K | 1.8% |
| Franklin Growth Fund Class R6 Franklin Templeton · Mutual fund | $253K | 1.8% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $216K | 1.5% |
| Ishares Russell 2000 SM CAP K BlackRock · ETF Index | $211K | 1.5% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $206K | 1.4% |
| THE Hartford Equity Income Fund Class R6 Hartford Funds · Mutual fund | $180K | 1.2% |
| Macquarie Emerging Markets R Macquarie / Nomura · Other | $158K | 1.1% |
Covers 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.