Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,307 |
CHADLER INVESTMENT ADVISORY3 years Filed as: CHADLER INVESTMENT ADVISOR Service code 27 100 PASSAIC AVE · FAIRFIELD, NJ 07004 | Advisory (Plan) | $10,371 |
7 funds of $250K or more; 18 lines in all, holding $4.9M of the plan's $4.9M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: American Funds Target Date, mutual fund, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $2.7M | 54.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $996K | 20.3% |
| T. Rowe Price All-Cap Opport I T. Rowe Price · Mutual fund | $318K | 6.5% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $274K | 5.6% |
| Fidelity Advisor International Cap Fidelity (FMR) · Mutual fund | $153K | 3.1% |
| Vanguard Growth Index ETF Vanguard · ETF IndexRecordkeeper's own fund | $145K | 3.0% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $86K | 1.7% |
| JPMorgan Core Plus Bond Fund Class R6 JPMorgan · Mutual fund | $68K | 1.4% |
| Reliance Trust Stable Value Fund - MetLife GAC-25053 Class 0 Manager not matched · Insurance contract | $44K | 0.9% |
| MFS Mdcap Val R6 MFS (Sun Life) · Mutual fund | $35K | 0.7% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedAmerican Balanced Fund Class R-6 | $274K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.