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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,918 |
SCOTT BUSH4 years Filed as: SCOTT MILLER CPA & ASSOCIATES INC Service code 15 · EIN 87-3523115 | Recordkeeping | $12,000 |
13 funds of $250K or more; 22 lines in all, holding $14.0M of the plan's $14.1M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintages | $9.6M | 68.5% |
| State ST Equity 500 Index K Manager not matched · Mutual fund Index | $1.6M | 11.4% |
| MFS Total Return Fund R6 MFS (Sun Life) · Mutual fund | $909K | 6.5% |
| BlackRock Total Return Fund Class K Shares BlackRock · Mutual fund | $259K | 1.9% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $258K | 1.8% |
| Vanguard Intermediate Term Bon Vanguard · Mutual fund | $225K | 1.6% |
| Fidelity Freedom Index Retire Pii Fidelity (FMR) · Mutual fund Index | $174K | 1.2% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $149K | 1.1% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $136K | 1.0% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $91K | 0.6% |
Moved 1 fund from collective trust to mutual fund.
| Fund | Year-end value |
|---|---|
| Collective trust to mutual fundState Street Equity 500 Index Fund Class K to State ST Equity 500 Index K | $1.6M to $1.6M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.