Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $50,160 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $29,623 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
14 funds of $250K or more; 13 lines in all, holding $13.1M of the plan's $13.3M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $8.1M | 62.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.5M | 11.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $700K | 5.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $637K | 4.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $406K | 3.1% |
| MFS International Equity Fund Class R6 MFS (Sun Life) · Mutual fund | $383K | 2.9% |
| Stable value collective trust funds (held by ADP Retirement Trust Services, LLC) Invesco Invesco · Stable value Stable value | $360K | 2.8% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $283K | 2.2% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $258K | 2.0% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $177K | 1.4% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.