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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC4 years Filed as: VALMARK SECURITIES INC. Service code 15 · EIN 31-1509466 | Recordkeeping | $33,546 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,063 |
ADP BROKER-DEALER8 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
15 funds of $250K or more; 18 lines in all, holding $12.6M of the plan's $13.7M. From the 2024 filing. Recordkeeper: Valmark Advisers.
Target-date series: American Funds Target Date, mutual fund, 27% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $3.4M | 27.4% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.2M | 17.3% |
| Allspring Disciplined U.S. Core Fund (Admiral) Allspring · Mutual fund | $1.4M | 11.5% |
| State Street S&P Mid Cap State Street (SSgA) · Mutual fund | $1.1M | 9.1% |
| BlackRock Russell BlackRock · ETF Index | $751K | 6.0% |
| iShares MSCI EAFE International Index Fund BlackRock · ETF Index | $684K | 5.4% |
| Reliance Metlife Stable Value Fund MetLife · Stable value Stable value | $632K | 5.0% |
| Real Estate Securities Fund R-4 Principal · Mutual fund | $611K | 4.9% |
| Small CAP Growth Fund R6 Class American Century · Mutual fund | $570K | 4.5% |
| Goldman Sachs International Equity ESG Fund Class R6 Goldman Sachs · Mutual fund | $370K | 2.9% |
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.
The auditor signed off without reservation. This is the cleanest opinion.