Filings through .
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 |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,674 |
Service code 15 · EIN 82-0759826 | Recordkeeping | $24,181 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
9 funds of $250K or more; 18 lines in all, holding $8.6M of the plan's $8.6M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Vanguard Target Retirement, mutual fund, 15% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund | $1.6M | 18.6% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $1.3M | 15.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.0M | 12.2% |
| Fidelity Total Bond K6 Fund Fidelity (FMR) · Mutual fund | $993K | 11.6% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $883K | 10.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $697K | 8.1% |
| Stable value asset fund: Metlife Rel Stable Value 25053 MetLife · Insurance contract | $596K | 6.9% |
| JPMorgan U.S. Value Fund Class R6 JPMorgan · Mutual fund | $541K | 6.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $336K | 3.9% |
| TRP Diversified MCG I Mutual Fund T. Rowe Price · Mutual fund | $199K | 2.3% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
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.