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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $42,803 |
15 funds of $250K or more; 22 lines in all, holding $16.2M of the plan's $16.4M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 61% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintages | $9.9M | 61.2% |
| State ST Equity 500 Index K State Street (SSgA) · Mutual fund Index | $1.7M | 10.7% |
| Invesco Stable Asset - Adpz Invesco · Stable value Stable value | $934K | 5.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $694K | 4.3% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $433K | 2.7% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $356K | 2.2% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $355K | 2.2% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $297K | 1.8% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price Dividend Growth Fund-I Class T. Rowe Price · Mutual fund | $240K | 1.5% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $209K | 1.3% |
No lineup changes between the 2024 and 2025 filings.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.