Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPLED ADVISORS, INC.7 years Service code 15 · EIN 88-1673202 | Recordkeeping | $14,754 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,230 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
6 funds of $250K or more; 24 lines in all, holding $3.2M of the plan's $3.4M. From the 2024 filing. Recordkeeper: Principled Advisors.
| Fund | Dollars | % of funds% |
|---|---|---|
| American Century Amercent One Choice 2050 Inv American Century · Other | $567K | 17.5% |
| American Century Amercent One Choice 2035 Inv American Century · Other | $514K | 15.8% |
| American Century Amercent One Choice Retire Inv American Century · Other | $419K | 12.9% |
| American Century Amercent One Choice 2025 Inv American Century · Other | $376K | 11.6% |
| American Century Amercent One Choice 2040 Inv American Century · Other | $316K | 9.7% |
| American Century Amercent One Choice 2045 Inv American Century · Other | $257K | 7.9% |
| American Century Amercent One Choice 2030 Inv American Century · Other | $194K | 6.0% |
| American Century Amercent One Choice 2060 Inv American Century · Other | $161K | 5.0% |
| Reliance Metlife Stable Value Fund MetLife · Stable value Stable value | $134K | 4.1% |
| American Century Amercent One Choice 2055 Inv American Century · Other | $103K | 3.2% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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.