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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,414 |
Filed as: MESIROW Service code 27 · EIN 36-3429599 | Advisory (Plan) | $3,166 |
22 funds of $250K or more; 23 lines in all, holding $18.0M of the plan's $18.0M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 47% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $8.4M | 46.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.7M | 9.5% |
| Janus Henderson Triton Fund Class N Janus Henderson · Mutual fund | $1.1M | 6.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $747K | 4.1% |
| Columbia Contrarian Core Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $738K | 4.1% |
| Vanguard Mid-Cap Value Index Adm 0 Vanguard · Mutual fund IndexRecordkeeper's own fund | $732K | 4.1% |
| Alger Alger Spectra Z Manager not matched · Other | $669K | 3.7% |
| International Growth and Income Fund Class R-6 Capital Group · Mutual fund | $525K | 2.9% |
| Vanguard Strategic Small-Cap Equity Inv 0 Vanguard · Mutual fund Recordkeeper's own fund | $524K | 2.9% |
| Columbia Balanced Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $348K | 1.9% |
Added 11 funds, dropped 3 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedVanguard | $11.4M |
| AddedVanguard Target Retirement 2030 Fund | $8.4M |
| AddedVanguard 500 Index Fund Admiral Shares | $1.7M |
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 71,097 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.