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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,956 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: NORTHWESTERN MUTUAL Service code 49 901 WILSHIRE DR · TROY, MI 48084 | Other Services | $0 |
10 funds of $250K or more; 15 lines in all, holding $8.5M of the plan's $10.0M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: American Funds Target Date, mutual fund, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 8 vintages | $5.4M | 63.2% |
| State ST S&P 500 IDX IX Manager not matched · Other Index | $946K | 11.1% |
| Alger Capital Appreciation Instl R Manager not matched · Mutual fund | $704K | 8.3% |
| MFS Research International Fund R2 MFS (Sun Life) · Mutual fund Possible retail class R2 | $385K | 4.5% |
| MassMutual Small Cap Opportunities Fund Class R3 MassMutual · Mutual fund Possible retail class R3 | $223K | 2.6% |
| State ST S&P MD CP IDX NL J Manager not matched · Other Index | $204K | 2.4% |
| State ST Intl IDX Seclend Viii Manager not matched · Other Index | $173K | 2.0% |
| Invesco Comstock Fund Class R Invesco · Mutual fund | $141K | 1.7% |
| Lord Abbett Fun Equity Fnd -R3 Lord Abbett · Mutual fund Possible retail class R3 | $127K | 1.5% |
| State ST US BD IDX SL Viii Manager not matched · Other Index | $112K | 1.3% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.