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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,585 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
17 funds of $250K or more; 19 lines in all, holding $22.2M of the plan's $22.5M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: Vanguard Target Retirement, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 5 vintages | $12.9M | 58.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.7M | 7.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.6M | 7.2% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund | $799K | 3.6% |
| Federated Hermes Capital Preservation IP Fund - R6 Federated Hermes · Insurance contract | $739K | 3.3% |
| Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Mutual fund | $709K | 3.2% |
| Fidelity Diversified International Fund Class K Fidelity (FMR) · Mutual fund | $605K | 2.7% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $425K | 1.9% |
| AB Small Capital Growth Fund - Port Z AllianceBernstein · Mutual fund | $421K | 1.9% |
| Janus Henderson Enterprise Fund Class N Janus Henderson · Mutual fund | $401K | 1.8% |
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.