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| Provider | Service type | Compensation |
|---|---|---|
GREENSPRING ADVISORS, LLC1+ years Service code 15 · EIN 82-5320133 | Recordkeeping | $11,985 |
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,290 |
7 funds of $250K or more; 13 lines in all, holding $3.7M of the plan's $3.8M. From the 2025 filing. Recordkeeper: Greenspring Advisors.
Target-date series: Vanguard Target Retirement, mutual fund, 85% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 8 vintages | $2.8M | 76.8% |
| Vanguard Target Retirement Vanguard · Other Target-date, 3 vintages | $294K | 8.0% |
| Van MS Small-Cap Index Adm Vanguard · Mutual fund Index | $192K | 5.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $80K | 2.2% |
| Van MS Value Index Adm Vanguard · Mutual fund Index | $71K | 1.9% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $43K | 1.2% |
| Van MS Growth Index Adm Vanguard · Mutual fund Index | $41K | 1.1% |
| Van MS Mid-Cap Index Adm Vanguard · Mutual fund Index | $39K | 1.1% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund | $32K | 0.9% |
| DFA Global Real Estate SEC I Dimensional · Mutual fund | $25K | 0.7% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.