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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $13,326 |
Filed as: COMMONWEALTH FINANCIAL NETWORK CO Service code 27 2900 E ELVIRA ROAD · TUCSON, AZ 85756 | Advisory (Plan) | $8,155 |
9 funds of $250K or more; 20 lines in all, holding $10.7M of the plan's $10.8M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $5.2M | 48.8% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market Recordkeeper's own fund | $2.5M | 22.9% |
| Vanguard Russell Vanguard · Mutual fund Recordkeeper's own fund | $845K | 7.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $546K | 5.1% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · ETF IndexRecordkeeper's own fund | $276K | 2.6% |
| Vanguard S&P Mid-Cap 400 Value Index Fund Vanguard · ETF IndexRecordkeeper's own fund | $249K | 2.3% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $217K | 2.0% |
| Vanguard Information Tech Index ETF Vanguard · ETF IndexRecordkeeper's own fund | $174K | 1.6% |
| First Eagle Gold Fund Class R6 First Eagle · Mutual fund | $145K | 1.4% |
| Vanguard Russell 2000 ETF Vanguard · ETF IndexRecordkeeper's own fund | $123K | 1.2% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.