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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,974 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
14 funds of $250K or more; 26 lines in all, holding $17.2M of the plan's $17.6M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Vanguard Target Retirement, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 7 vintages | $9.6M | 55.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.4M | 19.8% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $428K | 2.5% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $372K | 2.2% |
| Van Target Retire Inc Vanguard · Mutual fund | $331K | 1.9% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund | $298K | 1.7% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $277K | 1.6% |
| Vanguard Intermediate-Term Treasury Fund Admiral Shares Vanguard · Mutual fund | $267K | 1.6% |
| Nuveen Core Impact Bond Fund Class R6 TIAA (Nuveen) · Mutual fund | $255K | 1.5% |
| Vanguard Ftse Social Index Fund Admiral Shares Vanguard · Mutual fund Index | $233K | 1.4% |
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 71,097 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.
The auditor signed off without reservation. This is the cleanest opinion.