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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,508 |
5 funds of $250K or more; 8 lines in all, holding $3.0M of the plan's $3.0M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 97% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $2.9M | 97.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $45K | 1.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $9K | 0.3% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $6K | 0.2% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $5K | 0.2% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $5K | 0.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $4K | 0.1% |
| iShares U.S. Aggregate Bond Index Fund BlackRock · ETF Index | $633 | <0.1% |
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 71,097 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.