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| Provider | Service type | Compensation |
|---|---|---|
SRPC, INC3 years Service code 15 · EIN 81-2204426 | Recordkeeping | $23,681 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,363 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
10 funds of $250K or more; 19 lines in all, holding $8.5M of the plan's $8.6M. From the 2024 filing. Recordkeeper: Srpc.
Target-date series: T. Rowe Price Retirement, mutual fund, 85% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages | $7.2M | 85.1% |
| Small Cap Value Fund American Century · Mutual fund | $203K | 2.4% |
| JPMorgan Growth Advantage Fund JPMorgan · Mutual fund | $179K | 2.1% |
| State ST S&P 500 Index IX Manager not matched · Collective trust Index | $179K | 2.1% |
| Putnam Large Cap Value Fund Franklin Templeton · Mutual fund | $151K | 1.8% |
| JPMorgan Mid Cap Growth Fund JPMorgan · Mutual fund | $111K | 1.3% |
| Invesco Stable Asset Fund Invesco · Stable value Stable value | $90K | 1.1% |
| Mutual Funds American Century Investments American Century Sustainable American Century · Mutual fund | $64K | 0.8% |
| State St S&P Md Cp Index Manager not matched · Collective trust Index | $44K | 0.5% |
| Pgim High Yield Fund Prudential (PGIM) · Mutual fund | $39K | 0.5% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.