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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,023 |
21 funds of $250K or more; 19 lines in all, holding $23.3M of the plan's $23.5M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $14.9M | 64.0% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $2.3M | 9.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $835K | 3.6% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $712K | 3.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $671K | 2.9% |
| BlackRock Strategic Income Opportunities Fund BlackRock · Mutual fund Possible retail class A | $639K | 2.7% |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Vanguard · Money market Recordkeeper's own fund | $601K | 2.6% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $447K | 1.9% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $370K | 1.6% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $354K | 1.5% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedEmerging Markets Portfolio - Institutional Class | $291K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.