Filings through .
Filed November 3, 2014 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,060 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $10,623 |
19 funds of $250K or more; 18 lines in all, holding $45.0M of the plan's $46.4M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 67% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $30.3M | 67.2% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market Recordkeeper's own fund | $3.4M | 7.6% |
| Vanguard Index Admiral Vanguard · Mutual fund IndexRecordkeeper's own fund | $2.9M | 6.4% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $1.9M | 4.3% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.8M | 3.9% |
| Vanguard Total Bond Market Index Fund Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.4M | 3.2% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $781K | 1.7% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $584K | 1.3% |
| Vanguard U.S. Growth Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $551K | 1.2% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $294K | 0.7% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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.