Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Service code 15 · EIN 04-3046611 | Recordkeeping | $60,914 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,872 |
ADP BROKER-DEALER1 year Service code 37 · EIN 22-3319984 | Loan Processing | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
14 funds of $250K or more; 30 lines in all, holding $18.6M of the plan's $18.6M. From the 2025 filing. Recordkeeper: LPL Financial.
Target-date series: Nuveen Lifecycle Index, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Amer Funds New Persp R6 Capital Group · Mutual fund | $4.1M | 21.8% |
| FID 500 IND Fidelity (FMR) · Other | $2.4M | 12.8% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $1.6M | 8.4% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $1.6M | 8.3% |
| Amerfunds Amer Balanced - R6 Manager not matched · Mutual fund | $1.3M | 6.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 6.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $986K | 5.3% |
| Nuveen Large Cap Growth Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $941K | 5.1% |
| Nuveen LC Index 2030 R6 TIAA (Nuveen) · Mutual fund Index | $738K | 4.0% |
| Ishares US Aggregate BD IDX K BlackRock · ETF Index | $586K | 3.1% |
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.