Filings through .
Filed July 29, 2020
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $47,787 |
Filed as: RAYMOND JAMES Service code 15 · EIN 59-1237041 | Recordkeeping | $19,204 |
10 funds of $250K or more; 24 lines in all, holding $8.5M of the plan's $9.0M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Nuveen Lifecycle Index, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Putnam Stable Value 25 Franklin Templeton · Insurance contract | $1.5M | 18.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 16.4% |
| FID 500 IND Fidelity (FMR) · Other | $1.2M | 14.7% |
| Vanguard U.S. Growth Fund Admiral Shares Vanguard · Mutual fund | $869K | 10.2% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund | $581K | 6.8% |
| Vanguard Windsor Fund Admiral Shares Vanguard · Mutual fund | $361K | 4.2% |
| Blackrock Adv Scc K BlackRock · Mutual fund | $335K | 3.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $325K | 3.8% |
| Bnym SM MD CP GR Y BNY · Other | $259K | 3.1% |
| Pioneer Bond Fund: Class K Victory Capital · Mutual fund | $259K | 3.0% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedFidelity 500 Index Fund | $802K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
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.