Filings through .
Filed January 17, 2017
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,268 |
23 funds of $250K or more; 17 lines in all, holding $33.6M of the plan's $34.1M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: Vanguard Target Retirement, mutual fund, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $17.1M | 50.8% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $2.9M | 8.7% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.4M | 7.1% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 5.7% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $1.5M | 4.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 3.9% |
| Vanguard Small Capitalization Index Adm Vanguard · Mutual fund Index | $1.2M | 3.6% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $1.0M | 3.0% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $971K | 2.9% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund | $885K | 2.6% |
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.