Filings through .
Filed April 27, 2022
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,307 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
3 funds of $250K or more; 17 lines in all, holding $3.2M of the plan's $3.3M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: T. Rowe Price Retirement, mutual fund, 78% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $2.5M | 77.9% |
| PIMCO Total Return Fund A PIMCO (Allianz) · Mutual fund Possible retail class A | $138K | 4.3% |
| Ssga S&P 500 Index Fund State Street (SSgA) · Collective trust Index | $98K | 3.1% |
| JPMorgan Equity Income Fund JPMorgan · Mutual fund | $88K | 2.8% |
| Invesco Global Fund Class A Invesco · Mutual fund Possible retail class A | $88K | 2.7% |
| Invesco Opp Intl Growth - A Invesco · Mutual fund Possible retail class A | $77K | 2.4% |
| Invesco Stable Asset Fund Invesco · Stable value Stable value | $64K | 2.0% |
| ClearBridge Small Cap Growth Fund Class A Franklin Templeton · Mutual fund Possible retail class A | $31K | 1.0% |
| Jensen Quality Growth - R Jensen · Other | $22K | 0.7% |
| State Street Intl IDX Seclend Viii State Street (SSgA) · Mutual fund Index | $21K | 0.6% |
Covers 61,314 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.