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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,118 |
ADP BROKER-DEALER9 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
8 funds of $250K or more; 32 lines in all, holding $7.0M of the plan's $7.6M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: T. Rowe Price Retirement, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $3.9M | 55.9% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-R Class T. Rowe Price · Mutual fund | $675K | 9.7% |
| Janus Henderson Enterprise Fund Class S Janus Henderson · Mutual fund | $647K | 9.3% |
| Invesco Stable Asset Fund Invesco · Stable value Stable value | $346K | 4.9% |
| State ST S&P 500 IDX IX Manager not matched · Other Index | $187K | 2.7% |
| Franklin Growth A Franklin Templeton · Mutual fund Possible retail class A | $136K | 1.9% |
| GS Mid Cap Value Fund - A Goldman Sachs · Mutual fund Possible retail class A | $114K | 1.6% |
| Financial Services A Manager not matched · Other | $105K | 1.5% |
| Voya Corporate Leaders(R) 100 Fund Class A Voya · Mutual fund Possible retail class A | $102K | 1.5% |
| ClearBridge Small Cap Growth Fund Class A Franklin Templeton · Mutual fund Possible retail class A | $94K | 1.3% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedPioneer Bond Fund: Class A | $318K |
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 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 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.