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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $55,044 |
ARCHFORD CAPITAL STRATEGIES, LLC1+ years Service code 15 · EIN 46-2394834 | Recordkeeping | $50,921 |
17 funds of $250K or more; 23 lines in all, holding $35.4M of the plan's $35.9M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Vanguard Target Retirement, mutual fund, 80% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 8 vintages | $27.8M | 78.5% |
| JPMorgan U.S. Government Money Market Fund Institutional Class JPMorgan · Money market | $1.4M | 4.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 3.7% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $724K | 2.0% |
| Vanguard Target Retirement Vanguard · Other Target-date, 3 vintages | $658K | 1.9% |
| Van Target Retire Inc Vanguard · Mutual fund | $640K | 1.8% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $456K | 1.3% |
| AB Large CAP Growth Fund INC Class Z AllianceBernstein · Mutual fund | $419K | 1.2% |
| JPMorgan Large Cap Value Fund Class R6 JPMorgan · Mutual fund | $322K | 0.9% |
| Lord Abbett Bond Debenture Fund INC Class R6 Lord Abbett · Mutual fund | $280K | 0.8% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.