Filings through .
Filed January 15, 2020 (most recent of 2 filings on file)
Street address, email and phone are on Pro, free for 7 days.
Total covered: 10 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $52,219 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,035 |
14 funds of $250K or more; 19 lines in all, holding $15.0M of the plan's $15.4M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: T. Rowe Price Retirement, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Metlife REL ST VAL MetLife · Other | $2.2M | 14.5% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $1.8M | 12.2% |
| American Funds Europac Gro- R6 Capital Group · Mutual fund | $1.8M | 11.8% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.7M | 11.6% |
| Diamond Hill Large Cap Fund Class Y Diamond Hill · Mutual fund | $1.6M | 10.5% |
| Vanguard Intermediate Term Bon Vanguard · Mutual fund | $1.5M | 9.8% |
| Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $644K | 4.3% |
| Blackrock Emerging Markets Fund, INC. Class K BlackRock · Mutual fund | $606K | 4.1% |
| Carillon Eagle Mid Cap Growth Fund Class R-6 Raymond James · Mutual fund | $577K | 3.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $571K | 3.8% |
Covers 60,908 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.