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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $58,879 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
20 funds of $250K or more; 17 lines in all, holding $20.1M of the plan's $20.5M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: SSgA Target Retirement, mutual fund, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Mutual fund Target-date, 10 vintages | $10.4M | 51.7% |
| State Street S&P 500 Index Fund Class N State Street (SSgA) · Mutual fund Index | $3.6M | 17.8% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $867K | 4.3% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $826K | 4.1% |
| State Street Global Equity Ex-U.S. Index Fund-K State Street (SSgA) · Mutual fund Index | $668K | 3.3% |
| New York Life Anchor Account Series I Class 0 New York Life · Insurance contract | $608K | 3.0% |
| State Street Russell Small/Mid Cap Index NL Series - Class C State Street (SSgA) · Mutual fund IndexPossible retail class C | $566K | 2.8% |
| Nuveen Small Cap Value Fund Class R6 TIAA (Nuveen) · Mutual fund | $475K | 2.4% |
| State Street Aggregate Bond Index Fund Class K State Street (SSgA) · Mutual fund Index | $350K | 1.7% |
| Victory Sycamore Established Value Fund Class R6 Victory Capital · Mutual fund | $344K | 1.7% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 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.