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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,850 |
10 funds of $250K or more; 17 lines in all, holding $15.3M of the plan's $15.3M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 81% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $12.4M | 80.8% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $636K | 4.1% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $567K | 3.7% |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Vanguard · Money market Recordkeeper's own fund | $247K | 1.6% |
| Vanguard Windsor II Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $204K | 1.3% |
| Vanguard Wellington Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $202K | 1.3% |
| Fidelity Capital Appreciation Fund Fidelity (FMR) · Mutual fund | $184K | 1.2% |
| Janus Henderson Forty Fund Class S Janus Henderson · Mutual fund | $163K | 1.1% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $143K | 0.9% |
| Neuberger Berman Large Cap Value Trust Neuberger Berman · Collective trust | $137K | 0.9% |
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.
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.