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 |
|---|---|---|
BAKER TILLY US, LLP1 year Service code 15 · EIN 30-1413443 | Recordkeeping | $20,800 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,660 |
14 funds of $250K or more; 16 lines in all, holding $18.7M of the plan's $20.6M. From the 2025 filing. Recordkeeper: Baker Tilly US.
Target-date series: Fidelity Freedom Index, mutual fund, 28% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| State ST Equity 500 Index K Manager not matched · Mutual fund Index | $5.9M | 31.7% |
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $5.2M | 28.0% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.1M | 11.0% |
| iShares MSCI Total Intl Index K N/R BlackRock · ETF Index | $2.0M | 10.9% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.0M | 5.4% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $435K | 2.3% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $420K | 2.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $392K | 2.1% |
| Ishares Russell BlackRock · ETF Index | $322K | 1.7% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $277K | 1.5% |
No lineup changes between the 2024 and 2025 filings.
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.