Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,809 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $15,881 |
10 funds of $250K or more; 21 lines in all, holding $7.3M of the plan's $7.6M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: T. Rowe Price Retirement, other, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Other Target-date, 12 vintages | $3.9M | 53.0% |
| FID 500 IND Fidelity (FMR) · Other | $744K | 10.2% |
| Invesco Stable Asset - Adpz Invesco · Stable value Stable value | $407K | 5.6% |
| Amerfunds Amer Balanced - R6 Manager not matched · Mutual fund | $389K | 5.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $380K | 5.2% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $319K | 4.4% |
| Large CAP GR II - R1 Manager not matched · Other | $248K | 3.4% |
| Amer Funds New Persp R6 Capital Group · Mutual fund | $234K | 3.2% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $157K | 2.2% |
| MID CAP Growth R1 Manager not matched · Other | $122K | 1.7% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.