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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,430 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $7,382 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
3 funds of $250K or more; 22 lines in all, holding $2.3M of the plan's $2.6M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: BlackRock LifePath, mutual fund, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath BlackRock · Mutual fund Target-date, 7 vintages | $1.2M | 52.2% |
| Blackrock Lifepath Ret Fund K BlackRock · Mutual fund | $514K | 22.8% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $164K | 7.3% |
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 1 vintage | $151K | 6.7% |
| Hartford Core Equity Fund Class R6 Hartford Funds · Mutual fund | $44K | 1.9% |
| John Hancock Disc Value R6 Fund John Hancock (Manulife) · Mutual fund | $35K | 1.6% |
| Nyli Winslow Large Cap Growth Fund Class R6 TIAA (Nuveen) · Mutual fund | $35K | 1.5% |
| Attachment to 2025 Form Manager not matched · Other | $22K | 1.0% |
| Als Special Small Cap Value R6 Manager not matched · Mutual fund | $17K | 0.8% |
| American AMF Bond Fund OF America R6 Capital Group · Mutual fund | $15K | 0.6% |
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.