Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 90-0591692 | Recordkeeping | $28,215 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,531 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
4 funds of $250K or more; 20 lines in all, holding $7.6M of the plan's $8.1M. From the 2025 filing. Recordkeeper: Jaffe Tilchin Investment Partners.
Target-date series: T. Rowe Price Retirement, mutual fund, 19% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Blackrock Global Allocation R BlackRock · Mutual fund | $3.6M | 47.7% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $1.4M | 18.8% |
| State ST S&P 500 Index IX Manager not matched · Collective trust Index | $782K | 10.3% |
| State ST Cash Series US Govt L Manager not matched · Collective trust | $283K | 3.7% |
| Alger Capital Appreciation Instl R Manager not matched · Mutual fund | $242K | 3.2% |
| Blackrock Equity Dividend Fund Class R BlackRock · Mutual fund | $223K | 2.9% |
| Fidelity Advisor Lev CO Stk M Fidelity (FMR) · Mutual fund | $177K | 2.3% |
| State ST S&P MD CP Index NL J Manager not matched · Collective trust Index | $160K | 2.1% |
| T. Rowe Price Retire Balance R T. Rowe Price · Mutual fund | $122K | 1.6% |
| PIMCO Total Return Fund R PIMCO (Allianz) · Mutual fund | $100K | 1.3% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.