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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $60,283 |
WEAVER AND TIDWELL, LLP5 years Service code 15 · EIN 75-0786316 | Recordkeeping | $18,422 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
12 funds of $250K or more; 33 lines in all, holding $13.3M of the plan's $14.0M. From the 2024 filing. Recordkeeper: ADP.
| Fund | Dollars | % of funds% |
|---|---|---|
| Amercent One Choice 2045 A Manager not matched · Mutual fund Possible retail class A | $3.2M | 24.3% |
| Amercent One Choice 2035 A Manager not matched · Mutual fund Possible retail class A | $2.3M | 17.2% |
| Amercent One Choice 2025 A Manager not matched · Mutual fund Possible retail class A | $1.1M | 8.4% |
| State ST S&P 500 Index IX Manager not matched · Collective trust Index | $936K | 7.0% |
| THE Hartford Dividend AND Growth Fund Class R4 Hartford Funds · Mutual fund | $693K | 5.2% |
| JPMorgan Small Cap Growth Fund Class A JPMorgan · Mutual fund | $658K | 4.9% |
| Invesco Stable Asset Fund Invesco · Stable value Stable value | $440K | 3.3% |
| Victory RS Large Cap Alpha Fund Class A Victory Capital · Mutual fund Possible retail class A | $438K | 3.3% |
| Nationwide S&P 500 Index Fund Nationwide · Mutual fund Index | $357K | 2.7% |
| Invesco Global Fund Class A Invesco · Mutual fund Possible retail class A | $349K | 2.6% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.