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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,620 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
18 funds of $250K or more; 16 lines in all, holding $19.8M of the plan's $20.9M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Vanguard Target Retirement, mutual fund, 37% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $7.2M | 36.5% |
| Vanguard U.S. Growth Fund Investor Shares Vanguard · Mutual fund | $2.4M | 12.2% |
| Putnam Stable Value Fund Franklin Templeton · Insurance contract | $2.4M | 12.0% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $2.0M | 10.2% |
| Vanguard Windsor II Fund Investor Shares Vanguard · Mutual fund | $1.6M | 7.9% |
| Vanguard Inflation-Protected Securities Fund Admiral Shares Vanguard · Mutual fund | $727K | 3.7% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. Rowe Price · Mutual fund | $633K | 3.2% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $619K | 3.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $578K | 2.9% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $493K | 2.5% |
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.
The auditor signed off without reservation. This is the cleanest opinion.