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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,070 |
1 fund of $250K or more; 17 lines in all, holding $1.2M of the plan's $1.2M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 84% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintages | $970K | 84.0% |
| State ST Equity 500 Index K State Street (SSgA) · Mutual fund Index | $40K | 3.4% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $40K | 3.4% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $24K | 2.1% |
| iShares Russell 1000 Large-Cap Index Fund Class K Shares BlackRock · ETF Index | $21K | 1.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $10K | 0.9% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $9K | 0.8% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $8K | 0.7% |
| iShares MSCI Total International Index Fund Class K Shares BlackRock · ETF Index | $7K | 0.6% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $6K | 0.6% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).