Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 15 · EIN 59-1237041 | Recordkeeping | $22,100 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,582 |
10 funds of $250K or more; 32 lines in all, holding $8.5M of the plan's $8.8M. From the 2025 filing. Recordkeeper: Raymond James Financial Services.
| Fund | Dollars | % of funds% |
|---|---|---|
| Mywayretirement Index 2055 R Manager not matched · Mutual fund Index | $1.4M | 17.0% |
| Mywayretirement Index 2060 R Manager not matched · Mutual fund Index | $1.2M | 14.6% |
| Mywayretirement Index 2050 R Manager not matched · Mutual fund Index | $1.2M | 13.9% |
| Mywayretirement Index 2035 R Manager not matched · Mutual fund Index | $838K | 9.9% |
| Mywayretirement Index 2040 R Manager not matched · Mutual fund Index | $784K | 9.3% |
| Mywayretirement Index 2045 R Manager not matched · Mutual fund Index | $565K | 6.7% |
| BlackRock Equity Index 1 BlackRock · Mutual fund Index | $351K | 4.2% |
| Mywayretirement Index 2030 R Manager not matched · Mutual fund Index | $339K | 4.0% |
| Mywayretirement EMG MKT R Manager not matched · Other | $284K | 3.4% |
| Mywayretirement Index 2065 R Manager not matched · Mutual fund Index | $261K | 3.1% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.