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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 20-3168699 | Recordkeeping | $17,023 |
Filed as: SEIA LLC Service code 15 · EIN 95-4806910 | Recordkeeping | $17,000 |
ADP BROKER-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,255 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
21 funds of $250K or more; 20 lines in all, holding $28.0M of the plan's $28.1M. From the 2024 filing. Recordkeeper: Cedar Brook Financial Partners.
Target-date series: T. Rowe Price Retirement, mutual fund, 20% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 7 vintages | $5.6M | 20.0% |
| State Street S&P 500 Index Fund Viii State Street (SSgA) · Collective trust Index | $4.5M | 16.0% |
| T. Rowe Dividend Grth Adv T. Rowe Price · Mutual fund Possible retail class A | $4.0M | 14.1% |
| Vang Tot Stk Mkt Index-Admira Vanguard · Mutual fund IndexPossible retail class A | $2.0M | 7.0% |
| Invesco Stable Asset Fund Invesco · Stable value Stable value | $1.9M | 6.7% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $1.3M | 4.6% |
| State Street S&P MidCap Index Non-Lending Fund Class G Common/Collective Trust State Street (SSgA) · Collective trust Index | $1.3M | 4.6% |
| T. Rowe Price Overseas Stock Fund (A) T. Rowe Price · Mutual fund Possible retail class A | $1.2M | 4.3% |
| John Hancock Disciplined Value Mid Cap Fund Class A John Hancock (Manulife) · Mutual fund Possible retail class A | $1.2M | 4.2% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund Possible retail class A | $1.2M | 4.2% |
Covers 60,908 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.