Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,903 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
4 funds of $250K or more; 19 lines in all, holding $2.8M of the plan's $2.9M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: T. Rowe Price Retirement, mutual fund, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages | $2.1M | 75.0% |
| State ST S&P 500 IDX IX Manager not matched · Other Index | $107K | 3.8% |
| State ST Intl IDX Seclend Viii Manager not matched · Other Index | $71K | 2.5% |
| ClearBridge Small Cap Growth Fund Class A Franklin Templeton · Mutual fund Possible retail class A | $65K | 2.3% |
| JPMorgan U.S. Small Company Fund Class A JPMorgan · Mutual fund Possible retail class A | $61K | 2.2% |
| Nomura Small CAP Value A Manager not matched · Other | $57K | 2.0% |
| State ST S&P MD CP IDX NL J Manager not matched · Other Index | $41K | 1.5% |
| State ST Russ SC IDX Viii Manager not matched · Other Index | $40K | 1.4% |
| Federated Hermes Intl Leaders Federated Hermes · Other | $34K | 1.2% |
| DWS Rreef Real EST SEC A DWS · Other | $31K | 1.1% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.