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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $46,033 |
HASSELL WEALTH MGMT LLC1 year Filed as: HASSELL WEALTH MANAGEMENT, LLC Service code 15 · EIN 20-8064915 | Recordkeeping | $14,151 |
13 funds hold $9.0M of the plan's $9.7M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: Vanguard Target Retirement, mutual fund, 71% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 8 vintages | $6.2M | 68.6% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $658K | 7.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $496K | 5.5% |
| DFA Investment Grade Portfolio Institutional Class Shares Dimensional · Mutual fund | $378K | 4.2% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $361K | 4.0% |
| Van Target Retire Inc Vanguard · Mutual fund | $338K | 3.8% |
| Vanguard Target Retirement Vanguard · Other Target-date, 3 vintages | $236K | 2.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $125K | 1.4% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $81K | 0.9% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $66K | 0.7% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.