Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,872 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR RETIREMENT MANAGER Service code 26 22 W WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $540 |
3 funds of $250K or more; 22 lines in all, holding $2.2M of the plan's $2.3M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintages | $1.7M | 75.5% |
| State Street Equity 500 Index Fund Class K Manager not matched · Mutual fund Index | $122K | 5.5% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $96K | 4.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $47K | 2.1% |
| Fidelity Freedom Index Retire Pii Fidelity (FMR) · Mutual fund Index | $41K | 1.8% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $34K | 1.5% |
| Attachment to 2025 Form Manager not matched · Other | $28K | 1.2% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $26K | 1.2% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price Dividend Growth Fund-I Class T. Rowe Price · Mutual fund | $26K | 1.1% |
| MFS Total Return Fund R6 MFS (Sun Life) · Mutual fund | $23K | 1.0% |
No lineup changes between the 2024 and 2025 filings.
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.