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
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 82-3396795 | Recordkeeping | $41,074 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,462 |
19 funds hold $20.7M of the plan's $24.8M. From the 2025 filing. Recordkeeper: Resolute Wealth Advisor.
Target-date series: T. Rowe Price Retirement, mutual fund, 16% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 6 vintages | $3.4M | 16.5% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $3.0M | 14.5% |
| EuroPacific Americ an Funds Europac ific Growth Fund Capital Group · Mutual fund | $2.2M | 10.6% |
| MetLife Stable Value Fund MetLife · Insurance contract | $2.0M | 9.5% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $1.9M | 9.0% |
| Diamond Hill Large Cap Fund Diamond Hill · Mutual fund | $1.6M | 7.6% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.6M | 7.5% |
| Blackrock Emerging Markets Fund, Inc. BlackRock · Mutual fund | $820K | 4.0% |
| Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $788K | 3.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $676K | 3.3% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard Intermediate-Term Bond Index Fund Admiral Shares | $1.6M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.