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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $16,034 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,527 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
4 funds of $250K or more; 15 lines in all, holding $6.0M of the plan's $6.1M. From the 2025 filing. Recordkeeper: Bank of America (Merrill).
| Fund | Dollars | % of funds% |
|---|---|---|
| Nyli Winslow Large Cap Growth Fund Class R6 TIAA (Nuveen) · Mutual fund | $1.9M | 31.4% |
| John Hancock Discovery Value R6 John Hancock (Manulife) · Mutual fund | $1.8M | 29.5% |
| Vanguard Lifestrategy 60/40 Vanguard · Mutual fund | $802K | 13.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $676K | 11.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $239K | 4.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $226K | 3.8% |
| Nomura Small Cap Core R7 Manager not matched · Other | $135K | 2.3% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $135K | 2.3% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $73K | 1.2% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $17K | 0.3% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.