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 | $52,770 |
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $19,834 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
10 funds of $250K or more; 27 lines in all, holding $7.3M of the plan's $7.8M. From the 2024 filing. Recordkeeper: ADP.
| Fund | Dollars | % of funds% |
|---|---|---|
| Franklin Dynatech Fund Class R6 Franklin Templeton · Mutual fund | $937K | 12.9% |
| Tiaa Index 2050 Institutional Fund TIAA (Nuveen) · Mutual fund Index | $825K | 11.3% |
| Tiaa-Cref Mutual Funds - Index 2045 Institutional Fund TIAA (Nuveen) · Mutual fund Index | $741K | 10.2% |
| Tiaa-Cref Mutual Funds - Index 2035 Institutional Fund TIAA (Nuveen) · Mutual fund Index | $714K | 9.8% |
| Tiaa-Cref Mutual Funds - Index 2055 Institutional Fund TIAA (Nuveen) · Mutual fund Index | $619K | 8.5% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $561K | 7.7% |
| Tiaa-Cref Mutual Funds - Index 2025 Institutional Fund TIAA (Nuveen) · Mutual fund Index | $485K | 6.7% |
| Tiaa Index 2040 Institutional Fund TIAA (Nuveen) · Mutual fund Index | $434K | 6.0% |
| Tiaa-Cref Mutual Funds - Index 2030 Institutional Fund TIAA (Nuveen) · Mutual fund Index | $375K | 5.2% |
| Tiaa-Cref Mutual Funds - Index 2060 Institutional Fund TIAA (Nuveen) · Mutual fund Index | $355K | 4.9% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.