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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 94-3250323 | Contract Administrator | $61,787 |
22 funds of $250K or more; 30 lines in all, holding $13.7M of the plan's $15.3M. From the 2025 filing. Recordkeeper: Edelman Financial Engines.
Target-date series: Vanguard Target Retirement, mutual fund, 39% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $5.3M | 38.5% |
| Vanguard Dividend Growth Fund Investor Shares Vanguard · Mutual fund | $761K | 5.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $744K | 5.4% |
| Vanguard Primecap Fund Admiral Shares Vanguard · Mutual fund | $693K | 5.1% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $674K | 4.9% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $579K | 4.2% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $537K | 3.9% |
| Lord Abbett Bnd Debentur-R6 Lord Abbett · Mutual fund | $478K | 3.5% |
| Dodge & Cox Income Fund Class I Dodge & Cox · Mutual fund | $465K | 3.4% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $337K | 2.5% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.