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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,148 |
1 fund of $250K or more; 7 lines in all, holding $592K of the plan's $602K. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 8% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| State ST Equity 500 Index K State Street (SSgA) · Mutual fund Index | $292K | 49.3% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $168K | 28.3% |
| Vanguard Intermediate Term Bon Vanguard · Mutual fund | $48K | 8.1% |
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 5 vintages | $45K | 7.6% |
| BlackRock Total Return Fund Class K Shares BlackRock · Mutual fund | $21K | 3.6% |
| Attachment to 2025 Form Manager not matched · Other | $11K | 1.9% |
| Invesco Stable Asset - Adpz Invesco · Stable value Stable value | $8K | 1.3% |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.