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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $26,445 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,310 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
17 funds of $250K or more; 32 lines in all, holding $17.7M of the plan's $18.1M. From the 2025 filing. Recordkeeper: Bank of America (Merrill).
| Fund | Dollars | % of funds% |
|---|---|---|
| Amercent One Choice 2055 Manager not matched · Mutual fund | $2.7M | 15.4% |
| Amercent In Retirement Manager not matched · Mutual fund | $2.2M | 12.4% |
| iShares S&P 500 Index Fund BlackRock · ETF Index | $2.1M | 11.6% |
| Amercent One Choice 2040 Manager not matched · Mutual fund | $1.3M | 7.4% |
| Alger Capital Appr Manager not matched · Mutual fund | $1.1M | 6.4% |
| Amercent One Choice 2050 Manager not matched · Mutual fund | $866K | 4.9% |
| Reliance Metlife Stable Value Fund MetLife · Stable value Stable value | $799K | 4.5% |
| Lord Abbett Fundamental Equity Fund Lord Abbett · Mutual fund | $724K | 4.1% |
| Amercent One Choice 2045 Manager not matched · Mutual fund | $697K | 3.9% |
| Goldman Sachs Mid Cap Growth Fund Goldman Sachs · Mutual fund | $653K | 3.7% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.