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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,081 |
21 funds of $250K or more; 12 lines in all, holding $163M of the plan's $170M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $58.0M | 35.6% |
| Vanguard Total Stock Market Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $28.5M | 17.5% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $24.9M | 15.3% |
| Vanguard Total International Stock Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $8.5M | 5.2% |
| Vanguard Equity Income Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $8.2M | 5.0% |
| Vanguard Strategic Small-Cap Equity Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $6.6M | 4.1% |
| Vanguard Total Bond Market Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $6.2M | 3.8% |
| Victory Sycamore Established Value Fund Victory Capital · Mutual fund | $5.8M | 3.6% |
| Janus Henderson Enterprise Fund Janus Henderson · Mutual fund | $5.8M | 3.5% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market Recordkeeper's own fund | $4.2M | 2.6% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.