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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,938 |
ADP BROKER-DEALER1 year Filed as: ADP STRATEGIC PLAN SERVICES Service code 28 · EIN 81-4734347 | Investment Management | $14,310 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
16 funds of $250K or more; 11 lines in all, holding $16.1M of the plan's $16.6M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: SSgA Target Retirement, mutual fund, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Mutual fund Target-date, 10 vintages | $9.9M | 61.7% |
| JPMorgan U.S. Equity Fund Class R3 JPMorgan · Mutual fund Possible retail class R3 | $1.8M | 10.9% |
| State Street Equity 500 Index Fund State Street (SSgA) · Mutual fund Index | $1.5M | 9.5% |
| State Street Global Equity Index Fund State Street (SSgA) · Mutual fund Index | $704K | 4.4% |
| MFS International Diversification Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $530K | 3.3% |
| State Street Small/MID CAP Equity Index Fund Class A State Street (SSgA) · Mutual fund IndexPossible retail class A | $497K | 3.1% |
| JPMorgan U.S. Small Company Fund Class R3 JPMorgan · Mutual fund Possible retail class R3 | $492K | 3.1% |
| Invesco Stable Asset - Adp59 Invesco · Stable value Stable value | $286K | 1.8% |
| MFS Total Return Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $144K | 0.9% |
| State Street Target Retirement Fund Class R3 State Street (SSgA) · Mutual fund Possible retail class R3 | $129K | 0.8% |
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 60,908 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.
The auditor signed off without reservation. This is the cleanest opinion.