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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP Service code 15 · EIN 84-1455663 | Recordkeeping | $12,452 |
ADP BROKER-DEALER2 years Service code 49 | Other Services | $0 |
THE BENEFIT ADVANTAGE, INC.7 years Service code 13 | Contract Administrator | $0 |
7 funds of $250K or more; 17 lines in all, holding $5.0M of the plan's $5.2M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Fidelity Freedom, mutual fund, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 9 vintages | $2.2M | 43.6% |
| Ishares S&P 500 Index FD CL K BlackRock · Collective trust Index | $549K | 10.9% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $383K | 7.6% |
| Fidelity Advisor Growth Opportunities Fund Class Z Fidelity (FMR) · Mutual fund | $358K | 7.1% |
| Janus Henderson Balanced Fund Class N Janus Henderson · Mutual fund | $294K | 5.8% |
| Blackrock MID CAP Growth Equity Portfolio Class K BlackRock · Mutual fund | $193K | 3.8% |
| Putnam International Equity Fund - Y Franklin Templeton · Mutual fund | $187K | 3.7% |
| Columbia Small Cap Growth Fund Institutional Class Ameriprise (Columbia Threadneedle) · Mutual fund | $186K | 3.7% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $173K | 3.5% |
| Allspring Special Mid Cap Value Fund Class R6 Allspring · Mutual fund | $146K | 2.9% |
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.
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.