Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PARK AVENUE SECURITIES LLC3 years Filed as: PARK AVENUE SECURITIES, LLC Service code 15 · EIN 13-4023176 | Recordkeeping | $42,098 |
ADP BROKER-DEALER3 years Service code 15 · EIN 22-3319984 | Recordkeeping | $38,138 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $680 |
12 funds of $250K or more; 38 lines in all, holding $8.4M of the plan's $8.4M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: Nuveen Lifecycle Index, mutual fund, 2% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $991K | 11.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $873K | 10.5% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $724K | 8.7% |
| Nuveen LC Index 2025 R6 TIAA (Nuveen) · Mutual fund Index | $686K | 8.2% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $555K | 6.6% |
| Ishares Russell BlackRock · ETF Index | $539K | 6.4% |
| Nuveen LC Index 2035 R6 TIAA (Nuveen) · Mutual fund Index | $458K | 5.5% |
| Nuveen LC Index 2040 R6 TIAA (Nuveen) · Mutual fund Index | $433K | 5.2% |
| Nuveen LC Index 2020 R6 TIAA (Nuveen) · Mutual fund Index | $312K | 3.7% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $294K | 3.5% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.