Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $35,732 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $25,665 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
8 funds of $250K or more; 24 lines in all, holding $5.3M of the plan's $5.4M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: T. Rowe Price Retirement, mutual fund, 30% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $1.6M | 30.4% |
| Metlife REL ST VAL MetLife · Other | $585K | 11.0% |
| FID 500 IND Fidelity (FMR) · Other | $476K | 9.0% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $471K | 8.9% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $399K | 7.5% |
| PIMCO Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $331K | 6.2% |
| PIMCO Diversified Income Fund Institutional PIMCO (Allianz) · Mutual fund | $315K | 5.9% |
| FID ADV Worldwide I Fidelity (FMR) · Other | $187K | 3.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $170K | 3.2% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price · Mutual fund | $128K | 2.4% |
Added 1 fund, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedMetlife Rel St Val 25053 - 35 | $1.0M |
| DroppedFidelity 500 Index Fund | $599K |
| AddedPIMCO Diversified Income Fund Institutional | $315K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.