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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: STRATEGIC PLAN SERVICES Service code 15 · EIN 81-4734347 | Recordkeeping | $19,128 |
ADP BROKER-DEALER1 year Service code 37 · EIN 22-3319984 | Loan Processing | $16,984 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA RETIREMENT SERVICES, INC. Service code 14 · EIN 13-3745616 | Plan Administrator | $6,054 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,158 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
9 funds of $250K or more; 21 lines in all, holding $8.8M of the plan's $8.8M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: Vanguard Target Retirement, mutual fund, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $6.1M | 69.1% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 15.3% |
| T. Rowe Price Small-Cap Value Fund, Inc. T. Rowe Price · Mutual fund | $369K | 4.2% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $227K | 2.6% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $135K | 1.5% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $109K | 1.2% |
| Janus Henderson Triton Fund Class N Janus Henderson · Mutual fund | $106K | 1.2% |
| Carillon Eagle Mid Cap Growth R Raymond James · Mutual fund | $75K | 0.9% |
| International Small Company Portfolio - Institutional Class Dimensional · Mutual fund | $68K | 0.8% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $43K | 0.5% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.