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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,955 |
12 funds of $250K or more; 15 lines in all, holding $13.9M of the plan's $16.5M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 8% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| State Street Equity 500 Index Fund Class K State Street (SSgA) · Mutual fund Index | $2.8M | 20.1% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.8M | 13.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.7M | 12.5% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $1.7M | 12.4% |
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintages | $1.1M | 8.0% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $943K | 6.8% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $811K | 5.8% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $607K | 4.4% |
| iShares Russell BlackRock · ETF Index | $578K | 4.1% |
| iShares MSCI Total International Index Fund Class K Shares BlackRock · ETF Index | $551K | 4.0% |
Added 2 funds, dropped 1 fund, likely replaced 2 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighVanguard 500 Index Fund Admiral Shares to State Street Equity 500 Index Fund Class K | $2.4M to $2.8M |
| DroppedInterests in Mutual Funds Vanguard Total Bond Market Index Fund Admiral Shares | $1.9M |
| ReplacedHighVanguard Developed Markets Index Fund Admiral Shares to iShares MSCI EAFE International Index Fund Class K | $1.2M to $1.7M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
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.