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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $8,120 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,281 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
3 funds of $250K or more; 12 lines in all, holding $1.8M of the plan's $1.9M. From the 2024 filing. Recordkeeper: Bank of America (Merrill).
Target-date series: T. Rowe Price Retirement, mutual fund, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $1.3M | 73.7% |
| Nyli S&P 500 Index Fund Class I New York Life · Mutual fund Index | $318K | 17.4% |
| TCW Conc Large CAP Growth I TCW · Other | $52K | 2.8% |
| BLK ADV Small CAP GR I BlackRock · Other | $30K | 1.6% |
| Attachment to 2024 Form Manager not matched · Other | $22K | 1.2% |
| Fra Equity Income Fund - R6 Manager not matched · Mutual fund | $20K | 1.1% |
| MFS International New Discovery Fund R4 MFS (Sun Life) · Mutual fund | $13K | 0.7% |
| Trowe Price Intl Value EQ I T. Rowe Price · Mutual fund | $12K | 0.7% |
| MFS International Growth Fund R4 MFS (Sun Life) · Mutual fund | $6K | 0.3% |
| Oakmark International Inst Manager not matched · Other | $5K | 0.3% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.