Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
401(K) ADVISORS INC5 years Filed as: 401K ADVISORS INC Service code 15 · EIN 33-0905143 | Recordkeeping | $23,680 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,619 |
5 funds of $250K or more; 14 lines in all, holding $10.6M of the plan's $12.6M. From the 2025 filing. Recordkeeper: 401(k) Advisors.
Target-date series: Great Gray FlexPath, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Great Gray flexPATH Index Moderate Retirement R1 Manager not matched · Mutual fund IndexPossible retail class R1 | $5.8M | 54.8% |
| Great Gray flexPATH Index Moderate 2035 R1 Manager not matched · Mutual fund IndexPossible retail class R1 | $1.7M | 16.3% |
| BlackRock Equity Index Fund Class 1 BlackRock · Mutual fund Index | $1.7M | 16.3% |
| Great Gray flexPATH Index Moderate 2055 R1 Manager not matched · Mutual fund IndexPossible retail class R1 | $346K | 3.3% |
| Putnam Stable Value Fund 25 Franklin Templeton · Insurance contract | $345K | 3.2% |
| Great Gray FlexPath Index Conservative 2035 Class R1 N/R Manager not matched · Mutual fund IndexPossible retail class R1 | $220K | 2.1% |
| Blackrock Blackrock EAFE Equity Index 1 BlackRock · Mutual fund Index | $186K | 1.7% |
| Great Gray FlexPath Index Conservative 2055 Class R1 N/R Manager not matched · Mutual fund IndexPossible retail class R1 | $58K | 0.5% |
| Great Gray flexPATH Index Aggressive 2055 R1 Manager not matched · Mutual fund IndexPossible retail class R1 | $54K | 0.5% |
| Wilmington Flexpath IDX Conservative 2045 R1 Great Gray · Other Index | $34K | 0.3% |
No lineup changes between the 2024 and 2025 filings.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.