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| Provider | Service type | Compensation |
|---|---|---|
CHADLER INVESTMENT ADVISORY2 years Filed as: CHADLER INVESTMENT ADVISOR Service code 27 100 PASSAIC AVE · FAIRFIELD, NJ 07004 | Advisory (Plan) | $29,879 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,839 |
21 funds of $250K or more; 19 lines in all, holding $16.6M of the plan's $17.1M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: American Funds Target Date, mutual fund, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $7.3M | 43.9% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · ETF IndexRecordkeeper's own fund | $2.2M | 13.5% |
| Vanguard Growth Index ETF Vanguard · ETF IndexRecordkeeper's own fund | $992K | 6.0% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $875K | 5.3% |
| Vanguard Value ETF Index Vanguard · ETF IndexRecordkeeper's own fund | $741K | 4.5% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $710K | 4.3% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $598K | 3.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · ETF IndexRecordkeeper's own fund | $568K | 3.4% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $544K | 3.3% |
| Vanguard Ftse Developed Markets ETF Vanguard · ETF IndexRecordkeeper's own fund | $480K | 2.9% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.