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 | $13,199 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 49 · EIN 36-3145972 | Other Services | $0 |
2 funds of $250K or more; 20 lines in all, holding $4.2M of the plan's $4.4M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: T. Rowe Price Retirement, mutual fund, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages | $1.9M | 43.7% |
| American Balanced Fund Class R-3 Capital Group · Mutual fund Possible retail class R3 | $1.3M | 29.8% |
| Invesco Stable Asset - Adp59 Invesco · Stable value Stable value | $185K | 4.4% |
| Invesco S&P 500 Index Fund Class A Invesco · Mutual fund IndexPossible retail class A | $180K | 4.2% |
| AM Fnds Wash Mutual INV - R3 Manager not matched · Other | $176K | 4.1% |
| JPM MID CAP Value R3 JPMorgan · Other | $144K | 3.4% |
| Pgim High Yield Fund Class R2 Prudential (PGIM) · Mutual fund Possible retail class R2 | $100K | 2.4% |
| Nationwide International Index Fund Class A Nationwide · Mutual fund IndexPossible retail class A | $59K | 1.4% |
| Goldman Emerg MKT Equity A Goldman Sachs · Other | $55K | 1.3% |
| Nationwide Small Cap Index Fund Class A Nationwide · Mutual fund IndexPossible retail class A | $39K | 0.9% |
No lineup changes between the 2024 and 2025 filings.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.