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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $52,900 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
15 funds of $250K or more; 22 lines in all, holding $13.9M of the plan's $14.0M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: American Funds Target Date, mutual fund, 6% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.5M | 17.7% |
| Amerfunds 2035 Targ Dateret R Manager not matched · Mutual fund | $2.4M | 17.0% |
| Vanguard Intermediate Term Bo Vanguard · Mutual fund | $1.3M | 9.3% |
| Invesco Stable Asset Adp30 Invesco · Stable value Stable value | $1.2M | 8.7% |
| Amerfunds 2045 Targ Dateret R Manager not matched · Mutual fund | $1.2M | 8.3% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 1 vintage | $896K | 6.5% |
| Vanguard Dev Mkt Index Admira Vanguard · Mutual fund Index | $695K | 5.0% |
| Amerfunds 2025 Targ Dateret R Manager not matched · Mutual fund | $644K | 4.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $490K | 3.5% |
| Vanguard Tax-Mngd SM Cap Adm Vanguard · Mutual fund | $411K | 3.0% |
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.
The auditor signed off without reservation. This is the cleanest opinion.