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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,993 |
25 funds of $250K or more; 23 lines in all, holding $74.4M of the plan's $78.9M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 22% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $18.1M | 24.3% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $16.7M | 22.5% |
| Vanguard Windsor Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $14.4M | 19.4% |
| Vanguard Wellington Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $6.3M | 8.5% |
| AB Large Cap Growth Adv AllianceBernstein · Other | $3.5M | 4.8% |
| Columbia Trust Stable Income I-10 Ameriprise (Columbia Threadneedle) · Stable value Stable value | $3.0M | 4.0% |
| Vanguard Growth and Income Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $2.8M | 3.7% |
| Vanguard International Growth Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $2.7M | 3.6% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $2.1M | 2.9% |
| New Perspective Fund Capital Group · Mutual fund | $1.1M | 1.5% |
Added 13 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedVanguard | $60.4M |
| AddedVanguard 500 Index Fund Investor Shares | $18.1M |
| AddedVanguard Target Retirement 2035 Fund Investor Shares | $16.7M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.