Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
JSC ADVISORS10+ years Filed as: JSC ADVISORS, LLC Service code 15 · EIN 26-3162577 | Recordkeeping | $27,345 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,477 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
23 funds of $250K or more; 44 lines in all, holding $14.2M of the plan's $14.8M. From the 2025 filing. Recordkeeper: JSC Advisors.
Target-date series: Vanguard Target Retirement, mutual fund, 34% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 7 vintages | $4.8M | 33.7% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $954K | 6.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $812K | 5.7% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $735K | 5.2% |
| Van Target Retire Inc Vanguard · Mutual fund | $585K | 4.1% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $566K | 4.0% |
| VAN International Growth - INV Vanguard · Other | $566K | 4.0% |
| American Fnds Fundament Inv R6 Manager not matched · Mutual fund | $505K | 3.6% |
| The Hartford Capital App-R5 Hartford Funds · Mutual fund | $471K | 3.3% |
| TR Price MID CAP Value Manager not matched · Other | $452K | 3.2% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedVanguard Lifestrategy Mod Grow | $284K |
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.