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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 15 · EIN 36-3258176 | Recordkeeping | $34,728 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,376 |
10 funds of $250K or more; 17 lines in all, holding $11.9M of the plan's $12.2M. From the 2025 filing. Recordkeeper: Cetera Advisor Networks.
Target-date series: Fidelity Freedom, mutual fund, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 12 vintages | $8.6M | 72.4% |
| State ST Equity 500 Index K Manager not matched · Mutual fund Index | $880K | 7.4% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $467K | 3.9% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $461K | 3.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $397K | 3.3% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price Dividend Growth Fund-I Class T. Rowe Price · Mutual fund | $193K | 1.6% |
| Nuveen Small Cap Blend Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $158K | 1.3% |
| Janus Henderson Triton Fund Class N Janus Henderson · Mutual fund | $139K | 1.2% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $133K | 1.1% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $98K | 0.8% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.