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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $814 |
MARSH & MCLENNAN AGENCY LLC1+ years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $246 |
17 funds hold $160K of the plan's $214K. From the 2024 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 94% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 10 vintages | $150K | 93.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $4K | 2.3% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $2K | 1.5% |
| Blackrock Emerging Markets Fund, INC. Class K BlackRock · Mutual fund | $723 | 0.5% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $475 | 0.3% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $327 | 0.2% |
| Undiscovered Managers Behavioral Value Fund Class R6 JPMorgan · Mutual fund | $312 | 0.2% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $272 | 0.2% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $219 | 0.1% |
| PIMCO International Bond Fund, Inst Class PIMCO (Allianz) · Mutual fund | $219 | 0.1% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.