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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS11+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $52,997 |
BAKER TILLY US, LLP6 years Service code 10 · EIN 30-1413443 | Accounting | $14,044 |
11 funds of $250K or more; 9 lines in all, holding $9.4M of the plan's $9.7M. From the 2025 filing. Recordkeeper: Fulton Financial Advisors.
Target-date series: Vanguard Target Retirement, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $7.8M | 82.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $398K | 4.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $337K | 3.6% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $288K | 3.1% |
| Goldman Sachs Financial Square Money Market Fund Goldman Sachs · Money market | $239K | 2.5% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $199K | 2.1% |
| DoubleLine Low Duration Bond Fund DoubleLine · Mutual fund | $89K | 0.9% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $61K | 0.6% |
| Goldman Sachs Financial Square Treasury Institutional Fund Goldman Sachs · Money market | $19K | 0.2% |
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 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.