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| Provider | Service type | Compensation |
|---|---|---|
GREENSPRING ADVISORS, LLC3 years Filed as: GREENSPRING ADVISORS Service code 26 · EIN 82-5320133 | Advisory (Participants) | $41,774 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,301 |
4 funds of $250K or more; 6 lines in all, holding $21.7M of the plan's $22.1M. From the 2025 filing. Recordkeeper: ADP.
| Fund | Dollars | % of funds% |
|---|---|---|
| Assets Investments Investments at fair value Manager not matched · Other | $15.7M | 72.0% |
| Contributions Participant contributions Manager not matched · Other | $2.7M | 12.2% |
| Net appreciation in fair value of investments Manager not matched · Other | $2.6M | 11.9% |
| Additions Investment income Interest and dividends Manager not matched · Other | $585K | 2.7% |
| Receivables Participant contributions Manager not matched · Other | $191K | 0.9% |
| Employer contributions Manager not matched · Other | $66K | 0.3% |
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.
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.