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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 15 · EIN 59-1237041 | Recordkeeping | $2,536 |
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,898 |
1 fund of $250K or more; 21 lines in all, holding $1.3M of the plan's $1.3M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Nuveen Lifecycle Index, mutual fund, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 11 vintages | $928K | 74.2% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $114K | 9.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $92K | 7.4% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $18K | 1.4% |
| Vanguard Explorer Fund Investor Shares Vanguard · Mutual fund | $18K | 1.4% |
| The Hartford Dividend And Growth Fund Hartford Funds · Mutual fund | $12K | 0.9% |
| New World Fund Inc Capital Group · Mutual fund | $11K | 0.9% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $8K | 0.7% |
| American Balanced Fund Capital Group · Mutual fund | $8K | 0.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $7K | 0.6% |
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.
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).
The auditor signed off without reservation. This is the cleanest opinion.