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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,216 |
MMA SECURITIES LLC5 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $20,013 |
14 funds of $250K or more; 20 lines in all, holding $15.8M of the plan's $16.6M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: BlackRock LifePath Index, mutual fund, 61% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 6 vintages | $9.7M | 61.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 7.7% |
| Blackrock Lifepath Index Retirement Fund Class K Shares BlackRock · Mutual fund | $1.1M | 7.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $496K | 3.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $464K | 2.9% |
| Ishares Russell 2000 SM CAP K BlackRock · ETF Index | $446K | 2.8% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund | $404K | 2.6% |
| Invesco Stable Asset - Adpz Invesco · Stable value Stable value | $303K | 1.9% |
| International GR II R1 Manager not matched · Other | $254K | 1.6% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $242K | 1.5% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.