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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL Service code 15 · EIN 41-0973005 | Recordkeeping | $48,472 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,002 |
17 funds of $250K or more; 30 lines in all, holding $17.9M of the plan's $18.9M. From the 2024 filing. Recordkeeper: Ameriprise Financial Services.
Target-date series: American Funds Target Date, mutual fund, 1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Amerfunds 2030 Targ Dateret R6 Manager not matched · Mutual fund | $3.7M | 20.7% |
| Amerfunds 2035 Targ Dateret R6 Manager not matched · Mutual fund | $3.1M | 17.4% |
| FID 500 IND Fidelity (FMR) · Other | $1.6M | 9.1% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $1.2M | 6.5% |
| Amerfunds 2025 Targ Dateret R6 Manager not matched · Mutual fund | $950K | 5.3% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $904K | 5.1% |
| Amerfunds 2040 Targ Dateret R6 Manager not matched · Mutual fund | $866K | 4.8% |
| Amerfunds 2020 Targ Dateret R6 Manager not matched · Mutual fund | $624K | 3.5% |
| Amerfunds 2050 Targ Dateret R6 Manager not matched · Mutual fund | $541K | 3.0% |
| Amerfunds 2045 Targ Dateret R6 Manager not matched · Mutual fund | $491K | 2.7% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.