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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,389 |
6 funds of $250K or more; 18 lines in all, holding $3.4M of the plan's $4.1M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: Nuveen Lifecycle Index, mutual fund, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 10 vintages | $1.8M | 53.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $460K | 13.4% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $264K | 7.7% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $131K | 3.8% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $118K | 3.4% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $102K | 3.0% |
| BlackRock High Yield Portfolio Class K Shares BlackRock · Mutual fund Possible retail class A | $101K | 2.9% |
| Fidelity Advisor International Capital Appreciation Fund Class A Fidelity (FMR) · Mutual fund Possible retail class A | $83K | 2.4% |
| Nomura Small Cap Core Fund Class R6 Macquarie / Nomura · Mutual fund Possible retail class A | $78K | 2.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $56K | 1.6% |
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.
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.