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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $94,603 |
Service code 15 · EIN 41-1812533 | Recordkeeping | $32,007 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $58 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
26 funds hold $27.4M of the plan's $31.2M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: T. Rowe Price Target, mutual fund, 33% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Target T. Rowe Price · Mutual fund Target-date, 11 vintages | $9.0M | 33.0% |
| Large Cap Growth Fund IV R1 Manager not matched · Mutual fund Possible retail class R1 | $3.4M | 12.4% |
| FID 500 IND Fidelity (FMR) · Other | $3.2M | 11.7% |
| MID CAP Growth R1 Manager not matched · Other | $1.2M | 4.5% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 4.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 3.9% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $988K | 3.6% |
| Amerfunds Amer Balanced - R6 Manager not matched · Mutual fund | $930K | 3.4% |
| Trowe Price Health Sciences T. Rowe Price · Mutual fund | $786K | 2.9% |
| Stable Value Fund R1 Manager not matched · Insurance contract | $763K | 2.8% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.