Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $69,476 |
ADP BROKER-DEALER2 years Filed as: STRATEGIC PLAN SERVICES Service code 15 · EIN 81-4734347 | Recordkeeping | $24,669 |
ADP BROKER-DEALER1 year Service code 37 · EIN 22-3319984 | Loan Processing | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
19 funds of $250K or more; 21 lines in all, holding $39.6M of the plan's $40.0M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Vanguard Target Retirement, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $25.7M | 64.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $7.2M | 18.1% |
| JPMorgan Growth Advantage Fund Class R6 JPMorgan · Mutual fund | $1.6M | 4.0% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.6M | 4.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $441K | 1.1% |
| rate of Invesco Stable Asset - Adptz Invesco · Stable value Stable value | $435K | 1.1% |
| Vanguard High-Yield Corporate Fund Admiral Shares Vanguard · Mutual fund | $407K | 1.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $403K | 1.0% |
| Vanguard Intermediate Term Bon Vanguard · Mutual fund | $321K | 0.8% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $292K | 0.7% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard Intermediate Term Bon | $321K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.