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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,065 |
1 fund of $250K or more; 5 lines in all, holding $12.7M of the plan's $13.3M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Vanguard · Mutual fund Recordkeeper's own fund | $12.5M | 98.2% |
| Vanguard Balanced Index Fund (R) Vanguard · Mutual fund IndexRecordkeeper's own fund | $104K | 0.8% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 2 vintagesRecordkeeper's own fund | $77K | 0.6% |
| Money Market Fund Vanguard Group Vanguard · Money market Recordkeeper's own fund | $34K | 0.3% |
| Attachment to 2024 Form Manager not matched · Other | $17K | 0.1% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.