Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,316 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $25,939 |
ADP BROKER-DEALER8 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
9 funds of $250K or more; 25 lines in all, holding $7.4M of the plan's $7.6M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: American Funds Target Date, mutual fund, 11% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Amerfunds 2035 Targ Dateret R6 Manager not matched · Mutual fund | $1.5M | 19.8% |
| Amerfunds 2030 Targ Dateret R6 Manager not matched · Mutual fund | $943K | 12.7% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 5 vintages | $798K | 10.8% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $789K | 10.7% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $546K | 7.4% |
| Amerfunds 2040 Targ Dateret R6 Manager not matched · Mutual fund | $534K | 7.2% |
| Amerfunds 2060 Targ Dateret R6 Manager not matched · Mutual fund | $442K | 6.0% |
| Amerfunds 2050 Targ Dateret R6 Manager not matched · Mutual fund | $333K | 4.5% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $252K | 3.4% |
| Amerfunds 2045 Targ Dateret R6 Manager not matched · Mutual fund | $195K | 2.6% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddediShares MSCI EAFE International Index Fund Class K | $252K |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.