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 |
|---|---|---|
401(K) ADVISORS INC1 year Filed as: 401K ADVISORS INC Service code 15 · EIN 33-0905143 | Recordkeeping | $15,873 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,122 |
ADP BROKER-DEALER8 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
11 funds of $250K or more; 18 lines in all, holding $8.6M of the plan's $9.1M. From the 2025 filing. Recordkeeper: 401(k) Advisors.
Target-date series: T. Rowe Price Retirement, mutual fund, 71% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages | $6.1M | 71.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $808K | 9.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $294K | 3.4% |
| JPMorgan Core Bond Fund Class A JPMorgan · Mutual fund Possible retail class A | $185K | 2.1% |
| Neuberger Berman Small Cap Growth Fund III I1 Neuberger Berman · Mutual fund | $166K | 1.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $164K | 1.9% |
| JPMorgan U.S. Small Company Fund Class A JPMorgan · Mutual fund Possible retail class A | $158K | 1.8% |
| JPMorgan U.S. Equity Fund Class A JPMorgan · Mutual fund Possible retail class A | $109K | 1.3% |
| Emerging Markets Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $103K | 1.2% |
| Federated Hermes International Leaders Fund Class A Shares Federated Hermes · Mutual fund Possible retail class A | $85K | 1.0% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.