Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $19,314 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,880 |
7 funds of $250K or more; 16 lines in all, holding $4.0M of the plan's $4.0M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Nuveen Lifecycle Index, mutual fund, 78% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 10 vintages | $3.1M | 78.2% |
| Wilmington Large Cap Growth Fund Manager not matched · Mutual fund | $316K | 8.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $205K | 5.2% |
| Wilmington International Growth Fund Manager not matched · Mutual fund | $58K | 1.5% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $47K | 1.2% |
| Vanguard Equity Income Fund Vanguard · Mutual fund | $46K | 1.2% |
| Vanguard Developing Market Index Vanguard · Mutual fund Index | $36K | 0.9% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund | $29K | 0.7% |
| Pioneer Bond Fund Trust Victory Capital · Collective trust | $26K | 0.7% |
| Vanguard Ftse Social Index Fund Vanguard · Mutual fund Index | $24K | 0.6% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedWilmington Large Cap Growth Fund | $316K |
| DroppedT. Rowe Price Blue Chip | $252K |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.