Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,937 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
12 funds of $250K or more; 18 lines in all, holding $8.8M of the plan's $10.3M. From the 2025 filing. Recordkeeper: ADP.
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, 4 vintages | $3.2M | 36.0% |
| State Street State St S&P 500 Index IX State Street (SSgA) · Mutual fund Index | $1.2M | 13.2% |
| Alger Capital Appr Instit Manager not matched · Other | $850K | 9.7% |
| Victory Diversified Stock Fund Victory Capital · Mutual fund | $492K | 5.6% |
| Amercent Heritage Fund American Century · Mutual fund | $487K | 5.5% |
| Invesco Gold & Spec Min Fund Invesco · Mutual fund | $422K | 4.8% |
| Victory Established Value Fund Victory Capital · Mutual fund | $373K | 4.2% |
| Fidelity Advisor Small Cap Fund Fidelity (FMR) · Mutual fund | $342K | 3.9% |
| State Street State St S&P Mid-Cap ISX NL J State Street (SSgA) · Collective trust | $326K | 3.7% |
| Invesco Stable Asset Fund Invesco · Stable value Stable value | $289K | 3.3% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
The auditor signed off without reservation. This is the cleanest opinion.