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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 20-8764829 | Recordkeeping | $90,507 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $64,877 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
28 funds of $250K or more; 41 lines in all, holding $52.8M of the plan's $56.1M. From the 2024 filing. Recordkeeper: Morgan Stanley.
Target-date series: Nuveen Lifecycle Index, mutual fund, 3% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $8.7M | 16.5% |
| Nuveen LC Index 2035 R6 TIAA (Nuveen) · Mutual fund Index | $3.9M | 7.4% |
| Nuveen LC Index 2040 R6 TIAA (Nuveen) · Mutual fund Index | $3.9M | 7.3% |
| Nuveen LC Index 2030 R6 TIAA (Nuveen) · Mutual fund Index | $3.5M | 6.5% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $3.0M | 5.7% |
| Nuveen LC Index 2050 R6 TIAA (Nuveen) · Mutual fund Index | $2.5M | 4.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $2.3M | 4.4% |
| Nuveen LC Index 2055 R6 TIAA (Nuveen) · Mutual fund Index | $2.1M | 4.1% |
| Victory Sycamore Established Value Fund Class R6 Victory Capital · Mutual fund | $2.1M | 4.0% |
| Nuveen LC Index 2025 R6 TIAA (Nuveen) · Mutual fund Index | $1.9M | 3.6% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.