Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $72,336 |
RELIANCE TRUST COMPANY1 year Filed as: RELIANCE TRUST Service code 21 201 17TH ST. 1000 · ATLANTA, GA 30363 | Bank Trustee | $236 |
ADP BROKER-DEALER10 years Service code 21 · EIN 22-3319984 | Bank Trustee | $0 |
9 funds of $250K or more; 20 lines in all, holding $8.3M of the plan's $8.5M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: T. Rowe Price Retirement, mutual fund, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 8 vintages | $6.1M | 73.9% |
| iShares S&P 500 Index Fund Institutional Shares BlackRock · ETF Index | $556K | 6.7% |
| BlackRock Emerging Mkts Fund, Inc. - Inv A Class BlackRock · Mutual fund | $308K | 3.7% |
| MFS International Growth Fund A MFS (Sun Life) · Mutual fund Possible retail class A | $252K | 3.0% |
| AB Large CAP Growth Fund INC Class A AllianceBernstein · Mutual fund Possible retail class A | $187K | 2.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $164K | 2.0% |
| Janus Henderson Global Equity Income Fund Class A Janus Henderson · Mutual fund Possible retail class A | $130K | 1.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $127K | 1.5% |
| AB Relative Value Fund, INC. Class A AllianceBernstein · Mutual fund Possible retail class A | $119K | 1.4% |
| Blackrock MID CAP Growth Equity Portfolio Institutional BlackRock · Mutual fund | $88K | 1.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.