Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
RESOURCES INVESTMENT ADVISORS LLC10+ years Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $23,994 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,116 |
ADP BROKER-DEALER11+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
16 funds of $250K or more; 23 lines in all, holding $27.4M of the plan's $28.5M. From the 2025 filing. Recordkeeper: ADP.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $6.0M | 21.8% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.7M | 17.3% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $1.8M | 6.7% |
| American Funds American Mutual R6 Capital Group · Mutual fund | $1.8M | 6.6% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $1.7M | 6.2% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $1.7M | 6.2% |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. Rowe Price Diversified Mid-Cap Growth Fund- I Class T. Rowe Price · Mutual fund | $1.7M | 6.1% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 4.9% |
| American Century One Choice 2050 I American Century · Other | $1.0M | 3.7% |
| American Century One Choice 2040 I American Century · Other | $911K | 3.3% |
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: 3 renames.
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.
The auditor signed off without reservation. This is the cleanest opinion.