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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $46,348 |
Filed as: SHEPHERD FINANCIAL INVEST. ADVISORY Service code 15 · EIN 82-0759826 | Recordkeeping | $30,288 |
11 funds of $250K or more; 17 lines in all, holding $9.0M of the plan's $9.4M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintages | $6.2M | 69.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $832K | 9.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $795K | 8.9% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $257K | 2.9% |
| JPMorgan U.S. Value Fund Class R6 JPMorgan · Mutual fund | $238K | 2.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $191K | 2.1% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $96K | 1.1% |
| Vanguard Cash Reserve Federal Money Market Adm Vanguard · Money market | $85K | 1.0% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $75K | 0.8% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $48K | 0.5% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.