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| Provider | Service type | Compensation |
|---|---|---|
MICHAEL G FOGARTY1 year Filed as: MICHAEL FOGARTY Service code 27 67 WATER STREET SUITE 101 · LACONIA, NH 03246 | Advisory (Plan) | $20,808 |
Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $12,580 |
8 funds of $250K or more; 21 lines in all, holding $7.2M of the plan's $7.2M. From the 2024 filing. Recordkeeper: Human Interest Advisor.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.8M | 25.4% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.0M | 14.2% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $914K | 12.8% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $616K | 8.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $576K | 8.1% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $555K | 7.8% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $286K | 4.0% |
| Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $274K | 3.8% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $234K | 3.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $157K | 2.2% |
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.
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.