Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,932 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
16 funds of $250K or more; 13 lines in all, holding $12.2M of the plan's $12.5M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: T. Rowe Price Retirement, mutual fund, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages | $5.2M | 42.8% |
| FID 500 IND Fidelity (FMR) · Other | $1.8M | 14.5% |
| U.S. Small Cap Portfolio - Institutional Class Dimensional · Mutual fund | $864K | 7.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $822K | 6.7% |
| American Beacon Small Cap Value Fund R6 Class American Beacon (Resolute) · Mutual fund | $766K | 6.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $733K | 6.0% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $561K | 4.6% |
| Victory Sycamore Established Value Fund Class A Victory Capital · Mutual fund Possible retail class A | $458K | 3.7% |
| MFS Mid Cap Growth Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $457K | 3.7% |
| MFS Value Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $261K | 2.1% |
Dropped 1 fund. Changed share class on 2 funds.
| Fund | Year-end value |
|---|---|
| Share class changeT. Rowe Price Retirement I 2050 Fund-I Class to T. Rowe Price Retirement 2050 Fund-I Class | $4.2M to $5.2M |
| DroppedFidelity 500 Index Fund | $1.2M |
| Share class changeU.S. Small Cap Portfolio to U.S. Small Cap Portfolio - Institutional Class | $769K to $864K |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.