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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,059 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $9,188 |
13 funds of $250K or more; 16 lines in all, holding $30.6M of the plan's $31.3M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, collective trust, 32% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $9.9M | 32.4% |
| Inst] 500 Index Trust Manager not matched · Collective trust Index | $9.0M | 29.4% |
| Vanguard Growth Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $4.2M | 13.7% |
| Vanguard Retirement Savings Trust ITI Vanguard · Stable value Stable valueRecordkeeper's own fund | $3.4M | 11.1% |
| Inst] Ext Market Index Trust Manager not matched · Collective trust Index | $1.0M | 3.3% |
| Inst Tot Bd Mkt Ix Trust Manager not matched · Collective trust Index | $814K | 2.7% |
| Inst Tot Intl St Mt Ix Trust Manager not matched · Collective trust | $634K | 2.1% |
| Value Fund Manager not matched · Mutual fund | $396K | 1.3% |
| Vanguard Windsor IT Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $364K | 1.2% |
| Vanguard Tgt Retire Inc Trust I Vanguard · Collective trust Recordkeeper's own fund | $216K | 0.7% |
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.
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.