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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,116 |
15 funds of $250K or more; 22 lines in all, holding $12.0M of the plan's $12.1M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $7.1M | 58.6% |
| Invesco Stable Asset - Adpz Invesco · Stable value Stable value | $1.4M | 11.6% |
| State ST Equity 500 Index K State Street (SSgA) · Mutual fund Index | $552K | 4.6% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $484K | 4.0% |
| T. Rowe Price Overseas Stock Fund T. Rowe Price · Mutual fund | $468K | 3.9% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price Dividend Growth Fund-I Class T. Rowe Price · Mutual fund | $414K | 3.4% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $335K | 2.8% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $287K | 2.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $199K | 1.7% |
| Pri Real Estate Securities R6 Manager not matched · Mutual fund | $191K | 1.6% |
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.
The auditor signed off without reservation. This is the cleanest opinion.