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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,830 |
23 funds of $250K or more; 26 lines in all, holding $39.3M of the plan's $39.7M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: JPMorgan SmartRetirement, mutual fund, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 8 vintages | $24.7M | 62.9% |
| Vanguard Large-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.5M | 14.1% |
| JPM Smartrrt 2060 - R6 JPMorgan · Mutual fund | $1.2M | 3.0% |
| Pioneer Fundamental Growth Fund: Class K Victory Capital · Mutual fund | $1.1M | 2.7% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $761K | 1.9% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $652K | 1.7% |
| John Hancock Disc Val MC R6 John Hancock (Manulife) · Mutual fund | $649K | 1.7% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $548K | 1.4% |
| U.S. Large Cap Growth Portfolio Institutional Class Dimensional · Mutual fund | $502K | 1.3% |
| Blackrock MID CAP Growth Equity Portfolio Class K BlackRock · Mutual fund | $414K | 1.1% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedPioneer Fundamental Growth Fund: Class K | $1.1M |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.