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| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS9 years Filed as: EVERHART FINANCIAL GROUP, INC Service code 15 · EIN 31-1440043 | Recordkeeping | $34,206 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,876 |
ADP BROKER-DEALER9 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
10 funds of $250K or more; 18 lines in all, holding $14.0M of the plan's $14.6M. From the 2024 filing. Recordkeeper: Everhart Advisors.
Target-date series: Fidelity Freedom Blend, mutual fund, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Blend Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $10.6M | 75.4% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $810K | 5.8% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $747K | 5.3% |
| MFS International Intrinsic Equity Fund R6 MFS (Sun Life) · Mutual fund | $346K | 2.5% |
| Metlife REL ST VAL MetLife · Other | $194K | 1.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $187K | 1.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $182K | 1.3% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund | $153K | 1.1% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $148K | 1.1% |
| International Small Company Portfolio - Institutional Class Dimensional · Mutual fund | $127K | 0.9% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.