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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $12,279 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,096 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
6 funds of $250K or more; 13 lines in all, holding $3.2M of the plan's $3.3M. From the 2024 filing. Recordkeeper: Bank of America (Merrill).
Target-date series: American Funds Target Date, mutual fund, 89% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $2.9M | 89.0% |
| iShares S&P 500 Index Fund (A) BlackRock · ETF Index | $105K | 3.2% |
| Columbia Balanced Fund Class A Ameriprise (Columbia Threadneedle) · Mutual fund Possible retail class A | $48K | 1.5% |
| iShares MSCI EAFE International Index Fund (A) BlackRock · ETF Index | $48K | 1.5% |
| iShares Russell 2000 Small-Cap Index Fund (A) BlackRock · ETF Index | $37K | 1.1% |
| Columbia Mid Cap Index Fund Class A Ameriprise (Columbia Threadneedle) · Mutual fund IndexPossible retail class A | $31K | 0.9% |
| Putnam Large Cap Growth Class R Franklin Templeton · Mutual fund | $23K | 0.7% |
| New World Fund (R4) Capital Group · Mutual fund | $19K | 0.6% |
| Invesco Diversified Dividend Fund Class A Invesco · Mutual fund Possible retail class A | $17K | 0.5% |
| Invesco Global Fund Class A Invesco · Mutual fund Possible retail class A | $14K | 0.4% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.