Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
DEFINITI LLC3 years Service code 49 · EIN 85-0833363 | Other Services | $8,107 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $2,034 |
14 funds of $250K or more; 25 lines in all, holding $17.2M of the plan's $17.4M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 33% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $5.6M | 32.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.6M | 21.1% |
| Voya Fixed Account Voya · Insurance contract | $2.5M | 14.3% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 6.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $761K | 4.4% |
| Pioneer Fundamental Growth Fund: Class K Victory Capital · Mutual fund | $686K | 4.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $617K | 3.6% |
| American Funds Capital Group · Mutual fund | $494K | 2.9% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund | $475K | 2.8% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $367K | 2.1% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.