Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC Service code 15 · EIN 13-3036745 | Recordkeeping | $163,797 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $15,858 |
5 funds of $250K or more; 25 lines in all, holding $2.8M of the plan's $2.8M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: American Funds Target Date, mutual fund, 22% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 3 vintages | $615K | 21.8% |
| Amerfunds 2060 Targ Dateret R6 Manager not matched · Mutual fund | $567K | 20.1% |
| Amerfunds 2065 Targ Dateret R6 Manager not matched · Mutual fund | $450K | 15.9% |
| Amerfunds 2040 Targ Dateret R6 Manager not matched · Mutual fund | $439K | 15.6% |
| Amerfunds 2050 Targ Dateret R6 Manager not matched · Mutual fund | $264K | 9.3% |
| Amerfunds 2045 Targ Dateret R6 Manager not matched · Mutual fund | $185K | 6.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund | $164K | 5.8% |
| Amerfunds 2035 Targ Dateret R6 Manager not matched · Mutual fund | $21K | 0.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $21K | 0.7% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $18K | 0.6% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedAmerican Funds Target Date 2055 Fund | $588K |
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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.