Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,186 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
VOYA FINANCIAL ADVISORS INC2 years Service code 49 1219 SE 15TH AVE · DEERFILED BEACH, FL 33441 | Other Services | $0 |
7 funds of $250K or more; 21 lines in all, holding $5.6M of the plan's $6.1M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: American Funds Target Date, mutual fund, 27% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 6 vintages | $1.5M | 26.7% |
| Columbia Balanced Fund Class R Ameriprise (Columbia Threadneedle) · Mutual fund | $946K | 17.0% |
| State ST S&P 500 IDX IX Manager not matched · Other Index | $355K | 6.4% |
| AMF Growth AND Income Port R2E Manager not matched · Other | $325K | 5.8% |
| The Hartford International Value Fund Class R3 Hartford Funds · Mutual fund Possible retail class R3 | $293K | 5.2% |
| Fidelity Advisor Equity Growth Fund Class M Fidelity (FMR) · Mutual fund | $286K | 5.1% |
| PIMCO Income Fund Class R PIMCO (Allianz) · Mutual fund | $245K | 4.4% |
| THE Hartford Short Duration Fund Class R3 Hartford Funds · Mutual fund Possible retail class R3 | $236K | 4.2% |
| THE Hartford Dividend AND Growth Fund Class R3 Hartford Funds · Mutual fund Possible retail class R3 | $230K | 4.1% |
| Loomis Sayles INV Grade BND AD Natixis IM · Other | $214K | 3.8% |
Added 2 funds, likely replaced 1 fund. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchT. Rowe Price Retirement 2030 Fund- R Class to American Funds Target Date 2035 Fund | $2.1M to $1.5M |
| AddedColumbia Balanced Fund Class R | $946K |
| AddedThe Hartford International Value Fund Class R3 | $293K |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.