Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $36,089 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,919 |
ADP BROKER-DEALER8 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
8 funds of $250K or more; 27 lines in all, holding $6.9M of the plan's $6.9M. From the 2025 filing. Recordkeeper: Bank of America (Merrill).
Target-date series: T. Rowe Price Retirement, mutual fund, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages | $3.8M | 55.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $1.4M | 20.9% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $455K | 6.6% |
| Vanguard Value Index Fund Admr Vanguard · Mutual fund IndexPossible retail class A | $172K | 2.5% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund Possible retail class A | $119K | 1.7% |
| Van Infl Protected Sec - Admr Vanguard · Mutual fund Possible retail class A | $105K | 1.5% |
| JPMorgan Emerging Markets Equity Fund Class R6 JPMorgan · Mutual fund Possible retail class A | $97K | 1.4% |
| Parnassus Core Equity Fund Institutional Shares Affiliated Managers Group · Mutual fund Possible retail class A | $88K | 1.3% |
| T-Fund Premier BlackRock · Mutual fund Possible retail class A | $67K | 1.0% |
| Vanguard Small Cap Index Admrl Vanguard · Mutual fund IndexPossible retail class A | $56K | 0.8% |
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeT. Rowe Price Retirement 2035 Fund-I Class to T. Rowe Price Retirement 2040 Fund-I Class | $3.7M to $3.8M |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.