Filings through .
Filed March 22, 2021
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,866 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA RETIREMENT SERVICES INC. Service code 13 · EIN 13-3745616 | Contract Administrator | $9,416 |
ADP BROKER-DEALER11+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
2 funds of $250K or more; 13 lines in all, holding $2.0M of the plan's $3.0M. From the 2024 filing. Recordkeeper: ADP.
| Fund | Dollars | % of funds% |
|---|---|---|
| GS Large CAP Equity A Goldman Sachs · Other | $389K | 19.2% |
| GS MID CAP Growth A Goldman Sachs · Other | $261K | 12.9% |
| GS Mid Cap Value Fund - A Goldman Sachs · Mutual fund Possible retail class A | $242K | 12.0% |
| Small Cap Value Fund Lord Abbett · Mutual fund | $197K | 9.7% |
| GS Large Cap Value Fund - A Goldman Sachs · Mutual fund Possible retail class A | $156K | 7.7% |
| Goldman Sachs Equity Income Fund Class A Goldman Sachs · Mutual fund Possible retail class A | $139K | 6.9% |
| GS Income Builder A Goldman Sachs · Other | $135K | 6.7% |
| Hartford Multi-Asset Income Fund Class A Hartford Funds · Mutual fund Possible retail class A | $134K | 6.6% |
| GDS Intl Equity ESG A Manager not matched · Other | $123K | 6.1% |
| Lord Abbett MA Bal Opp P Lord Abbett · Mutual fund | $113K | 5.6% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.