Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $62,339 |
LPL FINANCIAL6 years Service code 15 · EIN 04-3046611 | Recordkeeping | $20,068 |
ADP BROKER-DEALER7+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
11 funds of $250K or more; 20 lines in all, holding $11.1M of the plan's $11.7M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Vanguard Target Retirement, mutual fund, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $8.7M | 78.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $561K | 5.1% |
| Baron Capital Manager not matched · Other | $320K | 2.9% |
| Fidelity International Stock Index Fund Fidelity (FMR) · Mutual fund Index | $296K | 2.7% |
| MetLife Reliance Stable Value 25053 N/R MetLife · Insurance contract | $234K | 2.1% |
| Victory RS International Fund Victory Capital · Mutual fund | $148K | 1.3% |
| American Beacon Funds Large Cap Growth Advisor American Beacon (Resolute) · Mutual fund | $134K | 1.2% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $121K | 1.1% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $111K | 1.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $84K | 0.8% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.