Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $24,603 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,688 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
13 funds of $250K or more; 29 lines in all, holding $13.2M of the plan's $13.4M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: American Funds Target Date, mutual fund, 23% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 3 vintages | $3.0M | 22.9% |
| Amerfunds 2030 Targ Dateret R6 Manager not matched · Mutual fund | $2.2M | 16.3% |
| Amerfunds 2035 Targ Dateret R6 Manager not matched · Mutual fund | $2.1M | 16.2% |
| Amerfunds 2045 Targ Dateret R6 Manager not matched · Mutual fund | $1.2M | 9.5% |
| Amerfunds 2050 Targ Dateret R6 Manager not matched · Mutual fund | $1.0M | 7.9% |
| Amerfunds 2040 Targ Dateret R6 Manager not matched · Mutual fund | $677K | 5.1% |
| FID 500 IND Fidelity (FMR) · Other | $582K | 4.4% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $434K | 3.3% |
| Amerfunds 2060 Targ Dateret R6 Manager not matched · Mutual fund | $314K | 2.4% |
| Amerfunds Amer Balanced - R6 Capital Group · Mutual fund | $310K | 2.3% |
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 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.