Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $58,777 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,530 |
28 funds of $250K or more; 25 lines in all, holding $40.5M of the plan's $41.4M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: T. Rowe Price Retirement, mutual fund, 46% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages | $18.5M | 45.7% |
| FID 500 IND Fidelity (FMR) · Other | $5.1M | 12.6% |
| Vanguard Growth and Income Fund Admiral Shares Vanguard · Mutual fund | $3.9M | 9.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.9M | 4.8% |
| T Rowe Instl LC Core Growth T. Rowe Price · Mutual fund | $1.7M | 4.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 3.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $922K | 2.3% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $833K | 2.1% |
| Victory Small CO Opp R6 Victory Capital · Mutual fund | $747K | 1.8% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund | $706K | 1.7% |
Added 2 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| AddedBlackRock High Yield Portfolio | $833K |
| AddedVanguard Total Bond Market Index Fund Admiral Shares | $706K |
| ReplacedHighInvesco Developing Markets Fund Class R6 to Vanguard Lifestrategy 60/40 | $310K to $290K |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.