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| Provider | Service type | Compensation |
|---|---|---|
RPA FINANCIAL LLC3 years Filed as: RPA FINANCIAL, LLC Service code 15 · EIN 83-1143379 | Recordkeeping | $21,075 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,803 |
5 funds of $250K or more; 15 lines in all, holding $4.3M of the plan's $4.3M. From the 2024 filing. Recordkeeper: RPA Financial.
Target-date series: American Funds Target Date, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $3.5M | 82.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $216K | 5.1% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $96K | 2.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $84K | 2.0% |
| Morley Stable Value Fund Class 25 - I Principal · Stable value Stable value | $62K | 1.4% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $49K | 1.2% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $48K | 1.1% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $46K | 1.1% |
| Washington Mutual Investors Fund R-6 Capital Group · Mutual fund | $41K | 1.0% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $32K | 0.8% |
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.
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.