Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 47-5476782 | Recordkeeping | $30,753 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,554 |
9 funds of $250K or more; 23 lines in all, holding $6.2M of the plan's $7.0M. From the 2025 filing. Recordkeeper: Burnham Gibson Wealth Advisors.
Target-date series: American Funds Target Date, mutual fund, 12% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| FID 500 IND Fidelity (FMR) · Other | $1.1M | 18.2% |
| Stable Value Fund - I1 Manager not matched · Insurance contract | $857K | 13.8% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 3 vintages | $729K | 11.7% |
| Large CAP GR II - R1 Manager not matched · Other | $612K | 9.8% |
| Large CAP Value I1 Manager not matched · Other | $493K | 7.9% |
| Amerfunds 2035 Targ Dateret R6 Manager not matched · Mutual fund | $464K | 7.5% |
| Amerfunds 2045 Targ Dateret R6 Manager not matched · Mutual fund | $358K | 5.8% |
| MID CAP Valiue II R1 Manager not matched · Other | $294K | 4.7% |
| International GR II I1 Manager not matched · Other | $257K | 4.1% |
| SmallCap Growth Fund I R-6 Principal · Mutual fund | $202K | 3.2% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.