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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,515 |
14 funds of $250K or more; 19 lines in all, holding $9.3M of the plan's $11.0M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom, mutual fund, 41% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $3.8M | 41.2% |
| FID 500 IND Fidelity (FMR) · Other | $1.2M | 12.7% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Mutual fund | $773K | 8.3% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund Index | $657K | 7.1% |
| Invesco Diversified Dividend Fund Class R6 Invesco · Mutual fund | $479K | 5.2% |
| Fidelity Contrafund Class K Fidelity (FMR) · Mutual fund | $422K | 4.5% |
| Columbia Select Mid Cap Growth Fund I3 Ameriprise (Columbia Threadneedle) · Mutual fund | $411K | 4.4% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $392K | 4.2% |
| Pgim High Yield Fund Class R6 Prudential (PGIM) · Mutual fund | $391K | 4.2% |
| Htfd Intl Opportunities R6 Manager not matched · Mutual fund | $150K | 1.6% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.