Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,207 |
2 funds of $250K or more; 17 lines in all, holding $1.8M of the plan's $1.9M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintages | $719K | 39.8% |
| Registered Investment : Fidelity Freedom Index Retirement Fund Fidelity (FMR) · Mutual fund Index | $571K | 31.6% |
| Growth Fund OF America Capital Group · Mutual fund | $188K | 10.4% |
| State Street Equity 500 Index Fund State Street (SSgA) · Mutual fund Index | $80K | 4.4% |
| Vanguard Small-Cap Value Index Fund Vanguard · Mutual fund Index | $56K | 3.1% |
| T. Rowe Price Overseas Stock Fund T. Rowe Price · Mutual fund | $43K | 2.4% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $41K | 2.3% |
| Janus Henderson Triton Fund Janus Henderson · Mutual fund | $31K | 1.7% |
| Invesco Stable Asset Fund Invesco · Stable value Stable value | $29K | 1.6% |
| Vanguard Intermediate-Term Bond Index Fund Vanguard · Mutual fund | $17K | 0.9% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedRegistered Investment : Fidelity Freedom Index Retirement Fund | $571K |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.