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 | $26,850 |
ADP BROKER-DEALER1 year Filed as: ADP STRATEGIC PLAN SERVICES Service code 28 · EIN 81-4734347 | Investment Management | $24,000 |
POLLARO & MCPHERSON ACCOUNTANCY COR11+ years Service code 15 · EIN 46-3852095 | Recordkeeping | $17,000 |
ADP BROKER-DEALER11+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
28 funds of $250K or more; 18 lines in all, holding $63.6M of the plan's $65.0M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom, mutual fund, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 12 vintages | $27.1M | 42.6% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $7.4M | 11.6% |
| Invesco Stable Asset - Adpz Invesco · Stable value Stable value | $6.1M | 9.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.9M | 7.8% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund | $4.1M | 6.5% |
| Vanguard Intermediate Term Bon Vanguard · Mutual fund | $3.3M | 5.2% |
| Jpmorgan Mid CP GR I JPMorgan · Mutual fund | $1.6M | 2.5% |
| Undscvrd Mngrs BEH VAL R5 Manager not matched · Other | $1.6M | 2.5% |
| Clearbridge Intern Gwth I Franklin Templeton · Other | $1.3M | 2.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 1.7% |
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.