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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 21 · EIN 23-2186884 | Bank Trustee | $12,946 |
8 funds hold $12.8M of the plan's $13.6M. From the 2024 filing. Recordkeeper: Vanguard.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $4.3M | 33.3% |
| Vanguard Intermediate-Term Treasury Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $2.6M | 20.0% |
| Money Market Fund Bank of America Manager not matched · Money market | $1.9M | 14.5% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.8M | 13.9% |
| Vanguard REIT Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $640K | 5.0% |
| Vanguard Emerging Markets Stock Index Fund Vanguard · Mutual fund IndexRecordkeeper's own fund | $607K | 4.7% |
| Vanguard Short-Term Treasury Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $564K | 4.4% |
| iShares S&P Gssi Natural Resources BlackRock · ETF Index | $526K | 4.1% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Jack Warshavchik Usi Consulting Group Schedule SB | Schedule SB | Pro |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.