Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,745 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
1 fund of $250K or more; 7 lines in all, holding $1.1M of the plan's $1.1M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: T. Rowe Price Retirement, mutual fund, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Janus Hendersontriton Fund - S Janus Henderson · Mutual fund | $544K | 48.7% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $489K | 43.8% |
| Voya Corporate Leaders(R) 100 Fund Class A Voya · Mutual fund Possible retail class A | $46K | 4.1% |
| Attachment to 2025 Form Manager not matched · Other | $22K | 2.0% |
| Pgim Jenn Natural Resources A Prudential (PGIM) · Other | $8K | 0.8% |
| ClearBridge Large Cap Value Fund Class A Franklin Templeton · Mutual fund Possible retail class A | $5K | 0.5% |
| Goldman Emerg MKT Equity A Goldman Sachs · Other | $2K | 0.2% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedJanus Hendersontriton Fund - S | $544K |
| DroppedJanus Henderson Triton Fund Class S | $503K |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.