Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,027 |
ADP BROKER-DEALER1 year Filed as: ADP STRATEGIC PLAN SERVICES Service code 28 · EIN 81-4734347 | Investment Management | $11,098 |
13 funds of $250K or more; 20 lines in all, holding $12.6M of the plan's $12.8M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 8 vintages | $6.2M | 49.3% |
| State ST Equity 500 Index K State Street (SSgA) · Mutual fund Index | $2.0M | 15.7% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 14.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $395K | 3.1% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $357K | 2.8% |
| MFS Total Return Fund R6 MFS (Sun Life) · Mutual fund | $309K | 2.4% |
| Vanguard Intermediate Term Bon Vanguard · Mutual fund | $291K | 2.3% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $283K | 2.2% |
| Stable Value Fund Manager not matched · Stable value Stable value | $219K | 1.7% |
| T. Rowe Price Overseas Stock Fund T. Rowe Price · Mutual fund | $217K | 1.7% |
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.