Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $49,334 |
10 funds of $250K or more; 21 lines in all, holding $10.5M of the plan's $10.6M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 14 vintages | $8.0M | 75.8% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $669K | 6.4% |
| State Street Equity 500 Index Fund State Street (SSgA) · Mutual fund Index | $434K | 4.1% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $392K | 3.7% |
| Vanguard Small-Cap Value Index Fund Vanguard · Mutual fund Index | $188K | 1.8% |
| Growth Fund OF America Capital Group · Mutual fund | $146K | 1.4% |
| iShares MSCI EAFE International Index Fund BlackRock · ETF Index | $145K | 1.4% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price · Mutual fund | $109K | 1.0% |
| Vanguard Emerging Markets Stock Index Fund Vanguard · Mutual fund Index | $90K | 0.9% |
| Janus Henderson Triton Fund Janus Henderson · Mutual fund | $74K | 0.7% |
No lineup changes between the 2024 and 2025 filings.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.