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| Provider | Service type | Compensation |
|---|---|---|
CASEY NEILON, INC.4 years Service code 15 · EIN 20-5570744 | Recordkeeping | $20,565 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,623 |
10 funds hold $1.0M of the plan's $1.0M. From the 2025 filing. Recordkeeper: Casey Neilon.
Target-date series: Fidelity Freedom Index, mutual fund, 87% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $869K | 86.8% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $45K | 4.5% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · Collective trust Index | $28K | 2.8% |
| State Street Equity 500 Index Fund Class K State Street (SSgA) · Collective trust Index | $26K | 2.6% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $15K | 1.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $12K | 1.2% |
| Fidelity Freedom Index Retirement Premier II Fidelity (FMR) · Mutual fund Index | $4K | 0.4% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $1K | 0.1% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price Dividend Growth Fund-I Class T. Rowe Price · Mutual fund | $967 | <0.1% |
| Invesco Stable Asset - Adpz Invesco · Stable value Stable value | $754 | <0.1% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participant 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.
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.