Filings through .
Filed July 19, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BANK OF AMERICA11+ years Service code 19 · EIN 94-1687665 101 S TYON STREET · CHARLOTTE, NC 28280 | Securities Custodian | $28,743 |
3 funds hold $87.5M of the plan's $88.5M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $44.5M | 50.9% |
| Vanguard Ftse All-World ex-US Index Fund Vanguard · Mutual fund | $24.5M | 28.0% |
| Vanguard Intermediate-Term Corporate Bond Index Fund Vanguard · Mutual fund | $18.5M | 21.1% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Kate Mottershead Cbiz Schedule SB | Schedule SB | Pro |
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.
The auditor signed off without reservation. This is the cleanest opinion.