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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA ADVISORS, LLC Service code 15 · EIN 13-4071393 | Recordkeeping | $6,701 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,701 |
15 funds of $250K or more; 32 lines in all, holding $11.1M of the plan's $11.3M. From the 2024 filing. Recordkeeper: AXA Equitable Life Insurance.
Target-date series: Vanguard Target Retirement, mutual fund, 21% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 8 vintages | $2.3M | 20.8% |
| FID 500 IND Fidelity (FMR) · Other | $1.5M | 13.1% |
| Ultra Fund R6 Class American Century · Mutual fund | $1.1M | 9.6% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $915K | 8.2% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $800K | 7.2% |
| AB Gov Money Mkt I AllianceBernstein · Money market | $734K | 6.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $410K | 3.7% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $378K | 3.4% |
| Lincoln Stable Val Sep Acct V2 Lincoln Financial · Stable value Stable value | $353K | 3.2% |
| Vanguard Short Term Inv GR Adm Vanguard · Mutual fund | $281K | 2.5% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.