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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $36,987 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
24 funds of $250K or more; 18 lines in all, holding $80.9M of the plan's $82.8M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintages | $45.2M | 55.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $15.5M | 19.2% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $5.7M | 7.1% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.4M | 3.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $2.1M | 2.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.7M | 2.2% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 1.5% |
| JP Morgan International Equity JPMorgan · Other | $1.2M | 1.5% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $1.2M | 1.5% |
| Principal Mid Cap Fund Principal · Mutual fund | $1.0M | 1.3% |
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighBlackrock Mid Cap Growth Equity Portfolio to Principal Mid Cap Fund | $1.2M to $1.0M |
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 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.