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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $36,808 |
MORGAN STANLEY SMITH BARNEY4 years Service code 15 · EIN 20-8764829 | Recordkeeping | $33,892 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
21 funds of $250K or more; 22 lines in all, holding $28.8M of the plan's $29.2M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: JPMorgan SmartRetirement, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 9 vintages | $16.6M | 57.6% |
| FID 500 IND Fidelity (FMR) · Other | $3.6M | 12.5% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 4.4% |
| Metlife REL ST VAL MetLife · Other | $1.1M | 3.8% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund | $773K | 2.7% |
| MidCap Account (R5) Principal · Mutual fund | $767K | 2.7% |
| Blackrock Adv Scc Instl BlackRock · Mutual fund | $600K | 2.1% |
| Hartford Core Equity Fund Class R6 Hartford Funds · Mutual fund | $591K | 2.0% |
| Dodge & Cox Income Fund Class I Dodge & Cox · Mutual fund | $544K | 1.9% |
| Cohen & Steers Realty Shares Cohen & Steers · Mutual fund | $508K | 1.8% |
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.
The auditor signed off without reservation. This is the cleanest opinion.