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 | $33,946 |
Filed as: ALLIANT INSURANCE AGENCY INC Service code 15 · EIN 33-0785439 | Recordkeeping | $9,187 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
6 funds of $250K or more; 30 lines in all, holding $4.2M of the plan's $4.2M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: American Funds Target Date, mutual fund, 28% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $1.2M | 27.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $343K | 8.3% |
| Fidelity Overseas Fund Class K Fidelity (FMR) · Mutual fund | $282K | 6.8% |
| T. Rowe Price All-Cap Opportunities Fund-I Class T. Rowe Price · Mutual fund | $281K | 6.8% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $272K | 6.5% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $234K | 5.6% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $205K | 4.9% |
| Great Gray Core Bond Fund Class R1 Manager not matched · Collective trust | $184K | 4.4% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $172K | 4.1% |
| Janus Henderson Enterprise Fund Class I Janus Henderson · Mutual fund | $165K | 4.0% |
Added 2 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFidelity 500 Index Fund | $343K |
| AddedT. Rowe Price All-Cap Opportunities Fund-I Class | $281K |
| DroppedTrowe Price Allcap Opps I | $279K |
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.