Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,101 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 15 · EIN 93-0987232 | Recordkeeping | $12,613 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 15 · EIN 41-0746749 | Recordkeeping | $7,219 |
3 funds of $250K or more; 20 lines in all, holding $3.2M of the plan's $3.3M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Vanguard Target Retirement, mutual fund, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $1.1M | 34.9% |
| Vanguard Balanced Index Fund Investor Shares Vanguard · Mutual fund Index | $814K | 25.6% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $276K | 8.7% |
| Vanguard Value Index Fund Investor Shares Vanguard · Mutual fund Index | $228K | 7.2% |
| Vanguard Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $161K | 5.1% |
| Vanguard Developed Markets Index Fund Investor Shares Vanguard · Mutual fund Index | $109K | 3.4% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $72K | 2.3% |
| Pro-Mix Maximum Term Collective Investment Trust Fund Class U Manager not matched · Collective trust | $64K | 2.0% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $62K | 2.0% |
| Vanguard Total Bond Market Index Fund Investor Shares Vanguard · Mutual fund Index | $60K | 1.9% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.