Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,808 |
3 funds of $250K or more; 17 lines in all, holding $3.2M of the plan's $3.2M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 10% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| FID 500 IND Fidelity (FMR) · Other | $1.2M | 36.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $489K | 15.4% |
| Bond Fund OF America Class R-6 Capital Group · Mutual fund | $320K | 10.1% |
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 10 vintages | $319K | 10.0% |
| Blackrock Emerging Markets Fund, INC. Class K BlackRock · Mutual fund | $222K | 7.0% |
| Neu Real Estate - R6 Manager not matched · Mutual fund | $131K | 4.1% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $115K | 3.6% |
| Invesco Stable Asset - Adpz Invesco · Stable value Stable value | $99K | 3.1% |
| JPMorgan U.S. Value Fund Class R6 JPMorgan · Mutual fund | $85K | 2.7% |
| T. Rowe Price Large-Cap Growth Fund-I Class T. Rowe Price · Mutual fund | $84K | 2.6% |
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.
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.