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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $29,935 |
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,699 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
10 funds of $250K or more; 28 lines in all, holding $9.3M of the plan's $9.7M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: American Funds Target Date, mutual fund, 6% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Amerfunds 2030 Targ Dateret R6 Manager not matched · Mutual fund | $1.9M | 20.1% |
| Amerfunds 2035 Targ Dateret R6 Manager not matched · Mutual fund | $1.2M | 12.8% |
| Amerfunds 2040 Targ Dateret R6 Manager not matched · Mutual fund | $1.0M | 11.1% |
| Amerfunds 2045 Targ Dateret R6 Manager not matched · Mutual fund | $914K | 9.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund | $801K | 8.6% |
| Amerfunds 2025 Targ Dateret R6 Manager not matched · Mutual fund | $571K | 6.2% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 1 vintage | $560K | 6.0% |
| Amerfunds 2060 Targ Dateret R6 Manager not matched · Mutual fund | $552K | 6.0% |
| Amerfunds 2050 Targ Dateret R6 Manager not matched · Mutual fund | $511K | 5.5% |
| Amerfunds 2065 Targ Dateret R6 Manager not matched · Mutual fund | $469K | 5.1% |
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.
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.