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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,047 |
ADP BROKER-DEALER4 years Service code 37 · EIN 22-3319984 | Loan Processing | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
14 funds of $250K or more; 10 lines in all, holding $20.5M of the plan's $21.0M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Vanguard Target Retirement, mutual fund, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $14.7M | 71.6% |
| U.S. Core Equity Fund Dimensional · Mutual fund | $2.0M | 9.9% |
| Vanguard Extended Market Index Fund Investor Shares Vanguard · Mutual fund Index | $1.1M | 5.5% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $810K | 4.0% |
| Alger Spectra Manager not matched · Mutual fund | $553K | 2.7% |
| iShares U.S. Aggregate Bond Index Fund BlackRock · ETF Index | $399K | 2.0% |
| T. Rowe Price Overseas Stock Fund T. Rowe Price · Mutual fund | $382K | 1.9% |
| BNY Mellon Small/Mid Cap Growth Fund BNY · Mutual fund | $252K | 1.2% |
| Columbia Emerging Markets Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $166K | 0.8% |
| American Beacon Shapiro Smid Cap Equity Fund American Beacon (Resolute) · Mutual fund | $92K | 0.4% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.