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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,188 |
MARCADO ASSET MANAGEMENT LLC4 years Filed as: MARCADO ASSET MANAGEMENT Service code 15 · EIN 82-1492364 | Recordkeeping | $11,491 |
12 funds of $250K or more; 16 lines in all, holding $8.1M of the plan's $8.1M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: SSgA Target Retirement, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Mutual fund Target-date, 9 vintages | $5.3M | 65.7% |
| Vanguard Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $505K | 6.3% |
| State Street Equity 500 Index Fund State Street (SSgA) · Mutual fund Index | $428K | 5.3% |
| State Street Target Retirement Fund State Street (SSgA) · Mutual fund | $379K | 4.7% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $303K | 3.8% |
| Vanguard Equity Income Fund Investor Shares Vanguard · Mutual fund | $289K | 3.6% |
| Vanguard Small-Cap Value Index Fund Investor Shares Vanguard · Mutual fund Index | $208K | 2.6% |
| Vanguard Small-Cap Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $183K | 2.3% |
| Vanguard Developing Markets Index Fund Vanguard · Mutual fund Index | $109K | 1.3% |
| Lord Abbott Short Duration Income Fund Manager not matched · Mutual fund | $98K | 1.2% |
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.
The auditor signed off without reservation. This is the cleanest opinion.