Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $144,694 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $59,893 |
MEADEN & MOORE, LTD.1 year Filed as: MEADEN AND MOORE Service code 10 · EIN 34-1818258 | Accounting | $10,000 |
24 funds of $250K or more; 20 lines in all, holding $48.1M of the plan's $49.5M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 78% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $37.7M | 78.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.0M | 6.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $953K | 2.0% |
| Vanguard U.S. Growth Fund Admiral Shares Vanguard · Mutual fund | $922K | 1.9% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $873K | 1.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $716K | 1.5% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $695K | 1.4% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $562K | 1.2% |
| Vanguard Intermediate-Term Treasury Index Fund Admiral Shares Vanguard · Mutual fund | $521K | 1.1% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $368K | 0.8% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.