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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $44,255 |
25 funds of $250K or more; 19 lines in all, holding $80.7M of the plan's $81.1M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $43.1M | 53.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $10.0M | 12.4% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market Recordkeeper's own fund | $5.6M | 7.0% |
| Vanguard U.S. Growth Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $5.5M | 6.8% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $3.9M | 4.9% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $2.4M | 3.0% |
| Principal MidCap Institutional Principal · Mutual fund | $2.1M | 2.6% |
| Vanguard High-Yield Corporate Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $1.6M | 1.9% |
| GW&K Small Cap Core Fund: Class I Manager not matched · Mutual fund | $1.5M | 1.9% |
| Metwest Total Return Bond P TCW · Mutual fund | $1.1M | 1.4% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedGW&K Small Cap Core Fund: Class I | $1.5M |
| DroppedPar, or Maturity Value Cost Value Mutual Funds AMG | $1.3M |
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.