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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,661 |
Service code 15 · EIN 20-8764829 | Recordkeeping | $8,119 |
15 funds of $250K or more; 21 lines in all, holding $10.0M of the plan's $10.1M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Nuveen Lifecycle Index, mutual fund, 3% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.1M | 20.9% |
| Nuveen LC Index 2050 R6 TIAA (Nuveen) · Mutual fund Index | $916K | 9.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $827K | 8.3% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $815K | 8.2% |
| Nuveen LC Index 2045 R6 TIAA (Nuveen) · Mutual fund Index | $629K | 6.3% |
| Nuveen LC Index 2030 R6 TIAA (Nuveen) · Mutual fund Index | $569K | 5.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $509K | 5.1% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $479K | 4.8% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $459K | 4.6% |
| Nuveen LC Index 2025 R6 TIAA (Nuveen) · Mutual fund Index | $386K | 3.9% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFidelity 500 Index Fund | $827K |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.