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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 39-2018056 | Recordkeeping | $32,070 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,660 |
14 funds of $250K or more; 19 lines in all, holding $9.2M of the plan's $14.2M. From the 2025 filing. Recordkeeper: Northwestern Mutual Investment Serv.
Target-date series: Vanguard Target Retirement, mutual fund, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 8 vintages | $4.7M | 50.9% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $526K | 5.7% |
| American Mutual Fund R6 Manager not matched · Mutual fund | $448K | 4.9% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $433K | 4.7% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $428K | 4.6% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $426K | 4.6% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $400K | 4.3% |
| Invesco Corporate Bond Fund Class R6 Invesco · Mutual fund | $359K | 3.9% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $312K | 3.4% |
| Van Target Retire Inc - Inv Vanguard · Mutual fund | $311K | 3.4% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.