Filings through .
Filed February 28, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,324 |
25 funds of $250K or more; 21 lines in all, holding $75.1M of the plan's $87.0M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Vanguard Target Retirement, mutual fund, 47% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $35.6M | 47.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $8.0M | 10.7% |
| Vanguard US Growth Fund Vanguard · Mutual fund Possible retail class A | $6.8M | 9.0% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund Possible retail class A | $3.2M | 4.3% |
| Vanguard Federal Money Market Fund Vanguard · Money market | $3.2M | 4.2% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $2.8M | 3.7% |
| Vanguard Mid Cap Index Vanguard · Mutual fund IndexPossible retail class A | $2.4M | 3.2% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $2.4M | 3.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $2.4M | 3.2% |
| Vanguard Winsor II Fund Adm Vanguard · Mutual fund Possible retail class A | $1.8M | 2.4% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.