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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,375 |
13 funds of $250K or more; 18 lines in all, holding $18.9M of the plan's $19.1M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 13% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Ishares Russell BlackRock · ETF Index | $3.9M | 20.5% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.6M | 14.0% |
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 10 vintages | $2.5M | 13.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.0M | 10.6% |
| Vanguard Sm Cp Gr Index -Admira Vanguard · Mutual fund Index | $1.5M | 8.0% |
| Vanguard Intermediate Term Bo Vanguard · Mutual fund | $1.3M | 7.1% |
| investment including maturity date, rate of Invesco Stable Asset - Adpz Invesco · Stable value Stable value | $1.2M | 6.6% |
| State ST Equity 500 Index K State Street (SSgA) · Mutual fund Index | $1.1M | 6.0% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $792K | 4.2% |
| iShares MSCI Total International Index Fund Class K Shares BlackRock · ETF Index | $690K | 3.7% |
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.
The auditor signed off without reservation. This is the cleanest opinion.