Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,045 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
21 funds hold $48.4M of the plan's $48.8M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: American Funds Target Date, mutual fund, 78% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $37.7M | 77.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.4M | 7.1% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.0M | 4.1% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $664K | 1.4% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $599K | 1.2% |
| Vanguard Intermediate-Term Treasury Index Fund Admiral Shares Vanguard · Mutual fund | $576K | 1.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $501K | 1.0% |
| Dodge & Cox Stock Fund Class I Dodge & Cox · Mutual fund | $363K | 0.8% |
| Reliance MetLife Stable Value MetLife · Insurance contract | $270K | 0.6% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $270K | 0.6% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.