Filings through .
Filed January 25, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $125,942 |
Filed as: AMERIPRISE FINANCIAL Service code 15 · EIN 41-0973005 | Recordkeeping | $37,526 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
27 funds hold $47.8M of the plan's $47.9M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: T. Rowe Price Retirement, mutual fund, 29% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $14.1M | 29.5% |
| Amc Strat Alloc Agg - R6 Manager not matched · Mutual fund | $4.0M | 8.4% |
| Amer Funds New Persp R6 Capital Group · Mutual fund | $3.9M | 8.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.7M | 7.6% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.5M | 7.2% |
| Amerfunds Amer Balanced - R6 Manager not matched · Mutual fund | $3.1M | 6.4% |
| MET GG SV 25554 - J Manager not matched · Other | $2.6M | 5.5% |
| Amc Strat Alloc Mod - R6 Manager not matched · Mutual fund | $2.6M | 5.4% |
| JPMorgan International Equity Fund Class R6 JPMorgan · Mutual fund | $1.7M | 3.5% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $1.4M | 3.0% |
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.
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.