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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,798 |
1 fund of $250K or more; 9 lines in all, holding $1.4M of the plan's $1.4M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Vanguard Target Retirement, mutual fund, 93% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 8 vintages | $1.3M | 92.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $78K | 5.7% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $7K | 0.5% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $5K | 0.4% |
| JPMorgan U.S. Government Money Market Fund Institutional Class JPMorgan · Money market | $2K | 0.2% |
| JPMorgan Core Plus Bond Fund Class R6 JPMorgan · Mutual fund | $2K | 0.1% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $1K | 0.1% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $336 | <0.1% |
| Royce Smallcap Opportunity Ins Franklin Templeton · Other | $275 | <0.1% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
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.