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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC1+ years Service code 27 · EIN 31-1509466 | Advisory (Plan) | $23,707 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,757 |
SETAWAY LLC1+ years Service code 27 · EIN 46-5055797 | Advisory (Plan) | $5,163 |
14 funds of $250K or more; 30 lines in all, holding $16.3M of the plan's $16.6M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $12.2M | 74.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $946K | 5.8% |
| Vang Info Tec Index AD Vanguard · Mutual fund Index | $832K | 5.1% |
| Vanguard Lifest Growth Fund Vanguard · Mutual fund | $521K | 3.2% |
| AF Wash Mutl Inv R6 Capital Group · Mutual fund | $262K | 1.6% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $230K | 1.4% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $205K | 1.3% |
| Vang Mdcpgr Index Adm Vanguard · Mutual fund Index | $180K | 1.1% |
| Victory S Est Val R6 Victory Capital · Mutual fund | $177K | 1.1% |
| Vanguard Lifest Con Growth Vanguard · Mutual fund | $106K | 0.7% |
Covers 70,940 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.