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| Provider | Service type | Compensation |
|---|---|---|
HPM PARTNERS4 years Filed as: HPM PARTNERS, LLC Service code 15 · EIN 35-2467663 | Recordkeeping | $46,106 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,517 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $1 |
14 funds of $250K or more; 15 lines in all, holding $15.6M of the plan's $17.9M. From the 2024 filing. Recordkeeper: HPM Partners.
Target-date series: Vanguard Target Retirement, mutual fund, 25% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 4 vintages | $3.5M | 22.7% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.7M | 17.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.0M | 12.8% |
| Vanguard Intermediate Term Bon Vanguard · Mutual fund | $1.4M | 9.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 8.2% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 7.0% |
| Invesco Stable Asset - Adpz Invesco · Stable value Stable value | $935K | 6.0% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $903K | 5.8% |
| Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $668K | 4.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $347K | 2.2% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.