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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 61-1816241 | Recordkeeping | $37,524 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,793 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
13 funds of $250K or more; 33 lines in all, holding $10.7M of the plan's $11.3M. From the 2024 filing. Recordkeeper: Benchmark Financial Wealth Advisors.
Target-date series: Vanguard Target Retirement, mutual fund, 19% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| FID 500 IND Fidelity (FMR) · Other | $2.5M | 23.1% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 7 vintages | $1.8M | 17.2% |
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price Growth Stock Fund-I Class T. Rowe Price · Mutual fund | $1.2M | 11.4% |
| VAN Strat SM CP Eqty - INV Vanguard · Other | $851K | 7.9% |
| Ishares Russell BlackRock · ETF Index | $665K | 6.2% |
| iShares Russell Mid-Cap Index Fund Class K BlackRock · ETF Index | $648K | 6.0% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $388K | 3.6% |
| American Funds Europac Gro- R6 Capital Group · Mutual fund | $352K | 3.3% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $326K | 3.0% |
| Pgim High Yield Fund Class R6 Prudential (PGIM) · Mutual fund | $270K | 2.5% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.