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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,791 |
9 funds of $250K or more; 20 lines in all, holding $6.6M of the plan's $6.8M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintages | $5.2M | 78.8% |
| State ST Equity 500 Index K State Street (SSgA) · Mutual fund Index | $612K | 9.3% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $315K | 4.8% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price Dividend Growth Fund-I Class T. Rowe Price · Mutual fund | $108K | 1.6% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $71K | 1.1% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $70K | 1.1% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $53K | 0.8% |
| Janus Henderson Triton Fund Class N Janus Henderson · Mutual fund | $35K | 0.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $30K | 0.4% |
| Fidelity Freedom Index Retire Pii Fidelity (FMR) · Mutual fund Index | $28K | 0.4% |
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.
The auditor signed off without reservation. This is the cleanest opinion.