Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,763 |
MARSH & MCLENNAN AGENCY LLC3 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $26,774 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
14 funds of $250K or more; 16 lines in all, holding $13.4M of the plan's $14.1M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Vanguard Target Retirement, mutual fund, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 8 vintages | $8.9M | 66.5% |
| FID 500 IND Fidelity (FMR) · Other | $1.3M | 9.4% |
| Nyli Winslow Large Cap Growth Fund Class R6 TIAA (Nuveen) · Mutual fund | $597K | 4.5% |
| MFS International Equity Fund Class R6 MFS (Sun Life) · Mutual fund | $461K | 3.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $413K | 3.1% |
| Dodge & Cox Stockfund X Dodge & Cox · Mutual fund | $358K | 2.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $317K | 2.4% |
| Vanguard Target Retirement Vanguard · Other Target-date, 3 vintages | $275K | 2.1% |
| Fidelity Small Cap Growth K6 Fund Fidelity (FMR) · Mutual fund | $248K | 1.8% |
| Pim Stable Income II Founders Manager not matched · Stable value Stable value | $220K | 1.6% |
Dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedFidelity 500 Index Fund | $1.4M |
| DroppedFidelity U.S. Bond Index Fund | $420K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.