Filings through .
Filed December 16, 2021
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,996 |
ADP BROKER-DEALER1 year Filed as: ADP STRATEGIC PLAN SERVICES Service code 28 · EIN 81-4734347 | Investment Management | $7,185 |
8 funds of $250K or more; 21 lines in all, holding $7.8M of the plan's $7.9M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 14 vintages | $5.9M | 75.1% |
| State Street Equity 500 Index Fund Class K State Street (SSgA) · Mutual fund Index | $266K | 3.4% |
| BlackRock High Yield Portfolio Class K Shares BlackRock · Mutual fund | $212K | 2.7% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $199K | 2.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $171K | 2.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $164K | 2.1% |
| Invesco Stable Asset - Adpz Invesco · Stable value Stable value | $147K | 1.9% |
| Fidelity Inflation-Protected Bond Index Fund Fidelity (FMR) · Mutual fund Index | $130K | 1.7% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $111K | 1.4% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $98K | 1.3% |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Employer 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.