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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROBERT W BAIRD CO INCORPORATED Service code 15 · EIN 39-6037917 | Recordkeeping | $28,539 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,502 |
ADP BROKER-DEALER11+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
11 funds of $250K or more; 20 lines in all, holding $19.0M of the plan's $19.5M. From the 2025 filing. Recordkeeper: Robert W Baird & CO.
Target-date series: T. Rowe Price Retirement, mutual fund, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 6 vintages | $6.8M | 35.7% |
| Investment CO OF America Capital Group · Mutual fund | $3.4M | 18.0% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $2.8M | 14.9% |
| American Balanced Fund Capital Group · Mutual fund | $2.7M | 14.4% |
| American Funds U.S. Government Money Market Fund Capital Group · Money market | $888K | 4.7% |
| Columbia Large Cap Index Fund Ameriprise (Columbia Threadneedle) · Mutual fund Index | $735K | 3.9% |
| MFS Total Return Bond Fund MFS (Sun Life) · Mutual fund | $398K | 2.1% |
| Touchstone Small Company Fund Western & Southern · Mutual fund | $206K | 1.1% |
| Eupac Fund Capital Group · Mutual fund | $203K | 1.1% |
| MFS Mid Cap Growth Fund MFS (Sun Life) · Mutual fund | $192K | 1.0% |
Added 3 funds.
| Fund | Year-end value |
|---|---|
| AddedJPMorgan Large Cap Growth Fund | $2.8M |
| AddedAmerican Funds U.S. Government Money Market Fund | $888K |
| AddedMFS Total Return Bond Fund | $398K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.