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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,810 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
16 funds of $250K or more; 17 lines in all, holding $34.8M of the plan's $36.8M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: American Funds Target Date, mutual fund, 5% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $11.0M | 31.7% |
| Amerfunds 2030 Targ Dateret R6 Manager not matched · Mutual fund | $4.3M | 12.3% |
| Amerfunds 2040 Targ Dateret R6 Manager not matched · Mutual fund | $4.3M | 12.3% |
| Income Fund OF America Class R-6 Capital Group · Mutual fund | $3.4M | 9.7% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $1.7M | 4.9% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 5 vintages | $1.7M | 4.8% |
| Carillon Eagle Mid Cap Growth Fund Class R-6 Raymond James · Mutual fund | $1.5M | 4.4% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $1.5M | 4.2% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund | $1.1M | 3.0% |
| Allspring Special Small Cap Value Fund Class R6 Allspring · Mutual fund | $1.0M | 2.9% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).