Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $38,354 |
BKD, LLP1 year Service code 15 · EIN 44-0160260 | Recordkeeping | $19,950 |
ADP BROKER-DEALER1 year Filed as: ADP STRATEGIC PLAN SERVICES Service code 28 · EIN 81-4734347 | Investment Management | $18,038 |
18 funds of $250K or more; 22 lines in all, holding $28.2M of the plan's $28.6M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintages | $19.2M | 68.3% |
| State Street Equity 500 Index Fund Class K State Street (SSgA) · Mutual fund Index | $3.0M | 10.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 3.8% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $987K | 3.5% |
| Stable Value Accounts Invesco Invesco · Insurance contract | $696K | 2.5% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $664K | 2.4% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $648K | 2.3% |
| T. Rowe Price Overseas Stock Fund T. Rowe Price · Mutual fund | $421K | 1.5% |
| Vanguard Emg Markets Shock Index Admiral Vanguard · Mutual fund Index | $344K | 1.2% |
| Nuveen Small Cap Blend Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $218K | 0.8% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard Emg Markets Shock Index Admiral | $344K |
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.