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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $79,018 |
SAGEVIEW ADVISORY GROUP, LLC7 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $49,764 |
20 funds of $250K or more; 22 lines in all, holding $25.4M of the plan's $26.1M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: American Funds Target Date, mutual fund, 16% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Amerfunds 2035 Targ Dateret R6 Manager not matched · Mutual fund | $4.5M | 17.8% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 4 vintages | $4.2M | 16.4% |
| Amerfunds 2040 Targ Dateret R6 Manager not matched · Mutual fund | $2.6M | 10.2% |
| Amerfunds 2030 Targ Dateret R6 Manager not matched · Mutual fund | $2.5M | 9.7% |
| Amerfunds 2045 Targ Dateret R6 Manager not matched · Mutual fund | $2.4M | 9.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.4M | 9.4% |
| AB Large CAP Growth Fund INC Class Z AllianceBernstein · Mutual fund | $1.1M | 4.2% |
| Amerfunds 2050 Targ Dateret R6 Manager not matched · Mutual fund | $1.1M | 4.2% |
| Amerfunds 2060 Targ Dateret R6 Manager not matched · Mutual fund | $593K | 2.3% |
| Invesco Stable Asset - Adpz Invesco · Stable value Stable value | $581K | 2.3% |
Added 2 funds. Moved 1 fund from collective trust to mutual fund.
| Fund | Year-end value |
|---|---|
| AddedJPMorgan Mid Cap Growth Fund Class R6 | $476K |
| Collective trust to mutual fundCoverall North America, INC. 401(K) Profit Sharing Plan AND Trust Vanguard Small Cap Index to Vanguard Small-Cap Index Fund Admiral Shares | $354K to $414K |
| AddedJH International Growth R6 | $287K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 5 renames.
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.
The auditor signed off without reservation. This is the cleanest opinion.