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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,056 |
13 funds of $250K or more; 17 lines in all, holding $13.3M of the plan's $13.9M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Vanguard Target Retirement, mutual fund, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 8 vintages | $8.8M | 66.2% |
| FID 500 IND Fidelity (FMR) · Other | $1.4M | 10.4% |
| Vanguard U.S. Growth Fund Admiral Shares Vanguard · Mutual fund | $639K | 4.8% |
| Vanguard Target Retirement Vanguard · Other Target-date, 2 vintages | $548K | 4.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $325K | 2.5% |
| Amerfunds Amer Balanced - R6 Capital Group · Mutual fund | $300K | 2.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $263K | 2.0% |
| Invesco Stable Asset - Adpz Invesco · Stable value Stable value | $232K | 1.8% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund | $180K | 1.4% |
| Van Target Retire Inc Vanguard · Mutual fund | $179K | 1.4% |
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.
The auditor signed off without reservation. This is the cleanest opinion.