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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,282 |
15 funds of $250K or more; 30 lines in all, holding $11.1M of the plan's $11.4M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: American Funds Target Date, mutual fund, 10% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 5 vintages | $1.1M | 10.2% |
| Amerfunds 2045 Targ Dateret R6 Manager not matched · Mutual fund | $982K | 8.8% |
| Invesco Stable Asset - Adpz Invesco · Stable value Stable value | $893K | 8.0% |
| Amerfunds 2035 Targ Dateret R6 Manager not matched · Mutual fund | $886K | 8.0% |
| Vanguard Info Tech Index Admiral Vanguard · Mutual fund Index | $809K | 7.3% |
| Amerfunds 2030 Targ Dateret R6 Manager not matched · Mutual fund | $806K | 7.3% |
| Amerfunds 2040 Targ Dateret R6 Manager not matched · Mutual fund | $735K | 6.6% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $703K | 6.3% |
| State ST Equity 500 Index K State Street (SSgA) · Mutual fund Index | $654K | 5.9% |
| Amerfunds 2050 Targ Dateret R6 Manager not matched · Mutual fund | $633K | 5.7% |
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 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.
The auditor signed off without reservation. This is the cleanest opinion.