Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,954 |
1 fund of $250K or more; 11 lines in all, holding $1.2M of the plan's $1.3M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 67% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintages | $832K | 67.0% |
| State Street Equity 500 Index Fund Class K State Street (SSgA) · Mutual fund Index | $164K | 13.2% |
| Vanguard Intermediate Term Bon Vanguard · Mutual fund | $77K | 6.2% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price Dividend Growth Fund-I Class T. Rowe Price · Mutual fund | $62K | 5.0% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $38K | 3.1% |
| T. Rowe Price Overseas Stock Fund T. Rowe Price · Mutual fund | $34K | 2.8% |
| Tiaa-Cref SC Blend Index Inst TIAA (Nuveen) · Mutual fund Index | $18K | 1.4% |
| Invesco Stable Asset - Adpz Invesco · Stable value Stable value | $7K | 0.5% |
| BlackRock Total Return Fund Class K Shares BlackRock · Mutual fund | $5K | 0.4% |
| Fidelity Freedom Index Retirement Fund Premier II Class Fidelity (FMR) · Mutual fund Index | $3K | 0.2% |
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 61,314 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.
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.