Filings through .
Filed October 26, 2026
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FULTON BANK, N.A.2 years Filed as: FULTON BANK N.A Service code 15 · EIN 23-1928421 | Recordkeeping | $58,511 |
16 funds of $250K or more; 15 lines in all, holding $16.4M of the plan's $16.7M. From the 2025 filing. Recordkeeper: Fulton Bank.
Target-date series: Vanguard Target Retirement, mutual fund, 22% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 4 vintages | $3.5M | 21.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.9M | 17.6% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $2.4M | 14.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.7M | 10.4% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $1.6M | 9.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 7.0% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $909K | 5.5% |
| Parnassus Core Equity Fund Investor Shares Affiliated Managers Group · Mutual fund | $474K | 2.9% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $405K | 2.5% |
| Janus Henderson Enterprise Fund Class T Janus Henderson · Mutual fund | $349K | 2.1% |
Dropped 1 fund, likely replaced 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedVanguard Dividend Growth Fund Investor Shares | $1.2M |
| ReplacedHighVanguard Short-Term Bond Index Fund Admiral Shares to DoubleLine Low Duration Bond Fund Class R6 | $366K to $308K |
| Share class changeVanguard Inflation-Protected Securities Fund Investor Shares to Vanguard Inflation-Protected Securities Fund Admiral Shares | $287K to $296K |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.