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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $39,636 |
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY ADVISORS, INC Service code 16 · EIN 43-1891647 | Consulting | $18,750 |
MH CPA PLLC1+ years Service code 29 · EIN 37-1119790 | Legal | $18,000 |
18 funds of $250K or more; 20 lines in all, holding $64.7M of the plan's $65.2M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, collective trust, 91% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $59.0M | 91.2% |
| at Fair Value Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.4M | 2.2% |
| Vanguard Total Bond Market Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.0M | 1.6% |
| Vanguard Growth Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $795K | 1.2% |
| Vanguard Total International Stock Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $696K | 1.1% |
| Vanguard Mid-Cap Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $501K | 0.8% |
| at Fair Value Vanguard Cash Reserves Federal Money Market Fund Vanguard · Money market Recordkeeper's own fund | $401K | 0.6% |
| Vanguard Small-Cap Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $317K | 0.5% |
| Vanguard Value Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $246K | 0.4% |
| Net Asset Value Practical Expedient) Vanguard Retirement Savings Trust III Vanguard · Stable value Stable valueRecordkeeper's own fund | $185K | 0.3% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.