Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
GREENSPRING ADVISORS, LLC8 years Service code 15 · EIN 82-5320133 | Recordkeeping | $42,068 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,980 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN & COMPANY, LLP Service code 15 · EIN 22-2428965 | Recordkeeping | $5,830 |
ADP BROKER-DEALER8 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
20 funds of $250K or more; 19 lines in all, holding $43.2M of the plan's $43.5M. From the 2025 filing. Recordkeeper: Greenspring Advisors.
Target-date series: Vanguard Target Retirement, mutual fund, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 8 vintages | $31.5M | 73.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.5M | 5.8% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.8M | 4.2% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $1.2M | 2.8% |
| Vanguard Target Retirement Vanguard · Other Target-date, 2 vintages | $978K | 2.3% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund | $789K | 1.8% |
| Vanguard Short Term Inv GR Adm Vanguard · Mutual fund | $771K | 1.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $715K | 1.7% |
| Vanguard Value Index Fund Vanguard · Mutual fund Index | $562K | 1.3% |
| Stable Value Fund R1 Manager not matched · Insurance contract | $539K | 1.2% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard Short Term Inv GR Adm | $771K |
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.
The auditor signed off without reservation. This is the cleanest opinion.