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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,374 |
ADP BROKER-DEALER1 year Filed as: ADP STRATEGIC PLAN SERVICES Service code 28 · EIN 81-4734347 | Investment Management | $15,763 |
16 funds of $250K or more; 21 lines in all, holding $13.0M of the plan's $13.2M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintages | $4.7M | 36.4% |
| at fair value State Street Equity 500 Index Fund Class K State Street (SSgA) · Collective trust Index | $2.6M | 20.0% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · Collective trust Index | $1.3M | 9.9% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $963K | 7.4% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price Dividend Growth Fund-I Class T. Rowe Price · Mutual fund | $812K | 6.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $595K | 4.6% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $579K | 4.4% |
| BlackRock Total Return Fund Class K Shares BlackRock · Mutual fund | $355K | 2.7% |
| MFS Total Return Fund R6 MFS (Sun Life) · Mutual fund | $316K | 2.4% |
| T. Rowe Price Overseas Stock Fund-I Class T. Rowe Price · Mutual fund | $253K | 1.9% |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.