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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $22,309 |
BAKER TILLY US, LLP1+ years Service code 10 · EIN 30-1413443 | Accounting | $5,214 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $750 |
11 funds of $250K or more; 13 lines in all, holding $8.9M of the plan's $9.1M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 84% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $6.0M | 67.2% |
| Vanguard Target Retirement Vanguard · Collective trust Target-date, 1 vintageRecordkeeper's own fund | $1.5M | 16.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $466K | 5.2% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund Index | $214K | 2.4% |
| Fidelity Total Bond K6 Fund Fidelity (FMR) · Mutual fund | $194K | 2.2% |
| Vanguard Group Inc. Vanguard Federal Money Market Fund Vanguard · Money market Recordkeeper's own fund | $165K | 1.9% |
| Vanguard Retirement Savings Trust Vanguard · Stable value Stable valueRecordkeeper's own fund | $113K | 1.3% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $101K | 1.1% |
| Winslow Large Cap Growth Class C N/R TIAA (Nuveen) · Other | $71K | 0.8% |
| The Vanguard Group, Inc. Vanguard Selected Value Vanguard · Mutual fund Recordkeeper's own fund | $69K | 0.8% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.