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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,955 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
CADARET GRANT & CO INC1 year Filed as: CADARET GRANT Service code 49 1 UNIVERSITY PLAZA DR # 108 · HACKENSACK, NJ 07601 | Other Services | $0 |
2 funds of $250K or more; 30 lines in all, holding $1.4M of the plan's $1.5M. From the 2024 filing. Recordkeeper: ADP.
| Fund | Dollars | % of funds% |
|---|---|---|
| Amercent ONE Choice 2060 R Manager not matched · Other | $312K | 22.3% |
| Amercent ONE Choice 2055 R Manager not matched · Other | $294K | 21.0% |
| Amercent ONE Choice 2050 R Manager not matched · Other | $234K | 16.7% |
| American Century Amercent One Choice 2023 R American Century · Other | $91K | 6.5% |
| Amercent ONE Choice 2035 R Manager not matched · Other | $91K | 6.5% |
| Amercent ONE Choice 2040 R Manager not matched · Other | $68K | 4.8% |
| Nationwide S&P 500 Index Fund Class R Nationwide · Mutual fund Index | $58K | 4.1% |
| Amercent ONE Choice 2045 R Manager not matched · Other | $46K | 3.3% |
| JPMorgan U.S. Equity Fund Class R2 JPMorgan · Mutual fund Possible retail class R2 | $26K | 1.9% |
| Attachment to 2024 Form Manager not matched · Other | $22K | 1.6% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.