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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,670 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
11 funds of $250K or more; 28 lines in all, holding $11.5M of the plan's $11.7M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Nuveen Lifecycle Index, other, 2% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.3M | 20.3% |
| Nuveen LC Index 2030 Prem TIAA (Nuveen) · Mutual fund Index | $1.7M | 14.8% |
| Goldman Sachs SV Col TR IS 2 Goldman Sachs · Mutual fund | $1.4M | 12.5% |
| Nuveen LC Indx 2035 Premier TIAA (Nuveen) · Mutual fund Index | $1.1M | 9.3% |
| Calamos International Growth R6 Manager not matched · Mutual fund | $632K | 5.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $566K | 4.9% |
| Hartford Core Equity Fund Class R5 Hartford Funds · Mutual fund | $495K | 4.3% |
| Goldman Small CAP Value Instl Goldman Sachs · Other | $482K | 4.2% |
| Nuveen LC Index 2040 Prem TIAA (Nuveen) · Mutual fund Index | $380K | 3.3% |
| JPMorgan Growth Advantage Fund Class R6 JPMorgan · Mutual fund | $376K | 3.3% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedGoldman Sachs SV Col TR IS 2 | $1.4M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 2 renames.
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.
The auditor signed off without reservation. This is the cleanest opinion.