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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,254 |
ADP BROKER-DEALER9 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 2211 YORK ROAD · OAK BROOK, IL 60523 | Other Services | $0 |
12 funds of $250K or more; 17 lines in all, holding $9.6M of the plan's $9.8M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: T. Rowe Price Retirement, mutual fund, 25% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 9 vintages | $2.4M | 25.1% |
| Virtus Silvant Focused Growth Fund A Virtus · Mutual fund Possible retail class A | $1.3M | 13.2% |
| Nationwide S&P 500 Index Fund Class A Nationwide · Mutual fund IndexPossible retail class A | $1.0M | 10.5% |
| Invesco Stable Asset Fund Invesco · Stable value Stable value | $946K | 9.9% |
| Eaton Vance Atlanta Capital Smid-Cap Fund Class A Morgan Stanley · Mutual fund Possible retail class A | $870K | 9.1% |
| Columbia Dividend Income Fund Class A Ameriprise (Columbia Threadneedle) · Mutual fund Possible retail class A | $835K | 8.7% |
| Victory Sycamore Established Value Fund Class A Victory Capital · Mutual fund Possible retail class A | $710K | 7.4% |
| American Balanced Fund Class R-4 Capital Group · Mutual fund | $311K | 3.2% |
| Invesco Core Bond Fund Class A Invesco · Mutual fund Possible retail class A | $273K | 2.8% |
| Goldman Sachs Emerging Markets Equity Insights Fund Class A Goldman Sachs · Mutual fund Possible retail class A | $216K | 2.3% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.