Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $44,253 |
HIGHTOWER ADVISORS LLC2 years Filed as: HIGHTOWER ADVISORS, LLC Service code 15 · EIN 36-4500709 | Recordkeeping | $25,986 |
DOEREN MAYHEW1 year Filed as: DOEREN MAYHEW ASSURANCE, P.C. Service code 15 · EIN 36-4745545 | Recordkeeping | $12,060 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
12 funds of $250K or more; 19 lines in all, holding $9.8M of the plan's $10.2M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: T. Rowe Price Retirement, mutual fund, 32% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $3.2M | 32.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 14.8% |
| Fidelity Balanced Fund Fidelity (FMR) · Mutual fund | $1.3M | 13.2% |
| Fidelity Money Market Fund Fidelity (FMR) · Money market | $980K | 10.0% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $539K | 5.5% |
| Fidelity Four-in-One Index Fund Fidelity (FMR) · Mutual fund Index | $491K | 5.0% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $423K | 4.3% |
| Baird Core Plus Bond Fund Baird · Mutual fund | $367K | 3.8% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $292K | 3.0% |
| Fidelity High Income Fund Fidelity (FMR) · Mutual fund | $147K | 1.5% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.