Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,315 |
9 funds of $250K or more; 21 lines in all, holding $8.0M of the plan's $9.6M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: T. Rowe Price Retirement, mutual fund, 80% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 9 vintages | $6.4M | 79.7% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $300K | 3.8% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $293K | 3.7% |
| Ishares Russell BlackRock · ETF Index | $181K | 2.3% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $178K | 2.2% |
| iShares Russell Mid-Cap Index Fund Class K BlackRock · ETF Index | $141K | 1.8% |
| Carillon Eagle Mid Cap Growth Fund Class R-6 Raymond James · Mutual fund | $113K | 1.4% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $98K | 1.2% |
| T. Rowe Price Overseas Stock Fund T. Rowe Price · Mutual fund | $78K | 1.0% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $76K | 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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.