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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $52,793 |
THAYER PARTNERS LLC2 years Filed as: THAYER PARTNERS, LLC Service code 27 · EIN 45-3965574 8309 STENTON AVE. · WYNDMOOR, PA 190388428 | Advisory (Plan) | $51,326 |
13 funds of $250K or more; 19 lines in all, holding $11.8M of the plan's $12.1M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $4.9M | 41.6% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.7M | 22.5% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $836K | 7.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $709K | 6.0% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $567K | 4.8% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $374K | 3.2% |
| T. Rowe Price Cap App I Fd T. Rowe Price · Mutual fund | $358K | 3.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $353K | 3.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $247K | 2.1% |
| Vanguard RE Index Adm Fund Vanguard · Mutual fund Index | $225K | 1.9% |
No lineup changes between the 2024 and 2025 filings.
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.