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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,409 |
17 funds of $250K or more; 12 lines in all, holding $28.8M of the plan's $28.8M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $13.9M | 48.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $6.7M | 23.3% |
| Vanguard Primecap Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $1.9M | 6.7% |
| Vanguard International Growth Adm 0 Vanguard · Mutual fund Recordkeeper's own fund | $1.6M | 5.5% |
| Vanguard Extended Market Index Adm 0 Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.3M | 4.7% |
| Vanguard Equity-Income Adm 0 Vanguard · Mutual fund Recordkeeper's own fund | $1.3M | 4.4% |
| Vanguard Federal Money Market Inv 0 Vanguard · Money market Recordkeeper's own fund | $737K | 2.6% |
| Vanguard Total Bond Market Index Adm 0 Vanguard · Mutual fund IndexRecordkeeper's own fund | $671K | 2.3% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $448K | 1.6% |
| Participant's Loan Various Rates and Maturities Manager not matched · Other | $122K | 0.4% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.