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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK11+ years Filed as: REGIONS BANK DBA REGIONS TRUST Service code 15 · EIN 63-0371391 | Recordkeeping | $35,168 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,431 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
19 funds of $250K or more; 15 lines in all, holding $16.5M of the plan's $17.1M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: T. Rowe Price Retirement, mutual fund, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $8.2M | 49.8% |
| Invesco Stable Asset Fund Invesco · Stable value Stable value | $1.6M | 9.8% |
| Vanguard 500 Index Admrl Vanguard · Mutual fund Index | $1.6M | 9.5% |
| Eupac Fund Capital Group · Mutual fund | $1.0M | 6.2% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $950K | 5.8% |
| JPMorgan Equity Income Fund JPMorgan · Mutual fund | $664K | 4.0% |
| Janus Henderson Enterprise Fund Janus Henderson · Mutual fund | $660K | 4.0% |
| T. Rowe Price Retirement Balance Fund T. Rowe Price · Mutual fund | $548K | 3.3% |
| AB Small Cap Growth AllianceBernstein · Other | $377K | 2.3% |
| Pioneer Bond Fund: Class Y Victory Capital · Mutual fund | $288K | 1.7% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.