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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $26,733 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,703 |
6 funds of $250K or more; 23 lines in all, holding $5.3M of the plan's $6.1M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: American Funds Target Date, mutual fund, 4% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Amerfunds 2030 Targ Dateret R6 Manager not matched · Mutual fund | $1.3M | 25.3% |
| Amerfunds 2040 Targ Dateret R6 Manager not matched · Mutual fund | $820K | 15.5% |
| Amerfunds 2045 Targ Dateret R6 Manager not matched · Mutual fund | $464K | 8.8% |
| Amerfunds 2025 Targ Dateret R6 Manager not matched · Mutual fund | $446K | 8.4% |
| Amerfunds 2035 Targ Dateret R6 Manager not matched · Mutual fund | $396K | 7.5% |
| Amerfunds 2050 Targ Dateret R6 Manager not matched · Mutual fund | $395K | 7.5% |
| Amerfunds 2060 Targ Dateret R6 Manager not matched · Mutual fund | $222K | 4.2% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 1 vintage | $190K | 3.6% |
| Amerfunds 2020 Targ Dateret R6 Manager not matched · Mutual fund | $164K | 3.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $138K | 2.6% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.