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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,127 |
13 funds hold $1.1M of the plan's $1.1M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $937K | 83.5% |
| Real Estate Securities Fund R-6 Principal · Mutual fund | $32K | 2.9% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $25K | 2.2% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $22K | 1.9% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $22K | 1.9% |
| State Street Equity 500 Index Fund Class K State Street (SSgA) · Mutual fund Index | $20K | 1.8% |
| T. Rowe Price Overseas Stock Fund T. Rowe Price · Mutual fund | $19K | 1.6% |
| Nuveen Small Cap Blend Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $17K | 1.6% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $8K | 0.7% |
| Janus Henderson Triton Fund Class N Janus Henderson · Mutual fund | $8K | 0.7% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.