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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,395 |
Service code 15 · EIN 61-1495162 | Recordkeeping | $10,378 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $6,459 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
5 funds of $250K or more; 32 lines in all, holding $9.9M of the plan's $10.5M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: American Funds Target Date, mutual fund, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 1 vintage | $4.2M | 42.7% |
| Amerfunds 2045 Targ Dateret R Manager not matched · Mutual fund | $2.1M | 20.9% |
| Amerfunds 2035 Targ Dateret R Manager not matched · Mutual fund | $1.2M | 12.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $548K | 5.5% |
| Amerfunds 2060 Targ Dateret R Manager not matched · Mutual fund | $351K | 3.5% |
| Vanguard Dev Mkt Index Admira Vanguard · Mutual fund Index | $248K | 2.5% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $201K | 2.0% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $196K | 2.0% |
| Cohen & Steers Real Estate Securities Fund Class Z Cohen & Steers · Mutual fund | $145K | 1.5% |
| Carillon Eagle Mid Cap Growth Fund (R) Raymond James · Mutual fund | $106K | 1.1% |
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.