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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,485 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Filed as: RAYMOND JAMES AND ASSOCIATES INC. Service code 49 301 E PINE STREET · ORLANDO, FL 32801 | Other Services | $0 |
14 funds of $250K or more; 27 lines in all, holding $14.6M of the plan's $14.9M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: JPMorgan SmartRetirement, mutual fund, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 8 vintages | $6.2M | 42.6% |
| Pioneer Fund Growth Fund Victory Capital · Mutual fund | $1.6M | 11.1% |
| Columbia Seligman Tech Info Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $1.1M | 7.2% |
| Janus Henderson Enterprise Fund Janus Henderson · Mutual fund | $1.0M | 7.0% |
| Invesco Diversified Dividend Fund Invesco · Mutual fund | $836K | 5.7% |
| Blackrock Health Sciences Opportunities Portfolio BlackRock · Mutual fund | $621K | 4.2% |
| Janus Henderson Triton Fund Janus Henderson · Mutual fund | $519K | 3.5% |
| DWS Total Return Bond Fund DWS · Mutual fund | $396K | 2.7% |
| T. Rowe Price U.S. Treasury Money Fund T. Rowe Price · Mutual fund | $347K | 2.4% |
| Victory Sycamore Established Value Fund Victory Capital · Mutual fund | $311K | 2.1% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.