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| Provider | Service type | Compensation |
|---|---|---|
401(K) ADVISORS INC1 year Filed as: 401K ADVISORS INC Service code 15 · EIN 33-0905143 | Recordkeeping | $7,479 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,374 |
ADP BROKER-DEALER11+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
7 funds of $250K or more; 17 lines in all, holding $5.1M of the plan's $5.2M. From the 2025 filing. Recordkeeper: 401(k) Advisors.
Target-date series: T. Rowe Price Retirement, mutual fund, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 6 vintages | $1.8M | 35.7% |
| investments: Metlife Rel Stable Value MetLife · Stable value Stable value | $722K | 14.2% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $572K | 11.2% |
| Vanguard Growth and Income Fund Vanguard · Mutual fund | $441K | 8.6% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $408K | 8.0% |
| American Funds Fundamental Investors Class R-6 Capital Group · Mutual fund | $251K | 4.9% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $242K | 4.7% |
| Amcap Fund Class R-6 Capital Group · Mutual fund | $206K | 4.0% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $144K | 2.8% |
| Janus Henderson Enterprise Fund Janus Henderson · Mutual fund | $128K | 2.5% |
Moved 1 fund from collective trust to mutual fund.
| Fund | Year-end value |
|---|---|
| Collective trust to mutual fundVanguard Small Cap Stock Index Trust to Vanguard Small-Cap Index Fund | $260K to $242K |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.