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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,005 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
20 funds of $250K or more; 18 lines in all, holding $18.2M of the plan's $18.5M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: JPMorgan SmartRetirement, mutual fund, 23% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| State St S&P 500 Index VI Manager not matched · Collective trust Index | $4.7M | 25.6% |
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 10 vintages | $4.1M | 22.6% |
| Alger Capital Appreciation Fund Class Z Manager not matched · Mutual fund | $1.7M | 9.6% |
| Large Cap Value Fund Class R1 Manager not matched · Collective trust | $1.7M | 9.1% |
| MetLife Stable Value J MetLife · Stable value Stable value | $1.6M | 8.9% |
| Fidelity Advisor Balanced Fund Class I Fidelity (FMR) · Mutual fund | $742K | 4.1% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $654K | 3.6% |
| State ST S&P MD CP Index NL F Manager not matched · Collective trust Index | $625K | 3.4% |
| Fidelity Emerging Markets Fund Fidelity (FMR) · Mutual fund | $405K | 2.2% |
| GS Small Cap Grow Insights R6 Goldman Sachs · Mutual fund | $396K | 2.2% |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.