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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $29,465 |
23 funds of $250K or more; 13 lines in all, holding $109M of the plan's $110M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 27% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $29.1M | 26.7% |
| Mutual Funds Vanguard Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $20.6M | 18.9% |
| Vanguard Primecap Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $15.6M | 14.3% |
| Vanguard Growth and Income Fund Investor Shares N/R Vanguard · Mutual fund Recordkeeper's own fund | $9.3M | 8.5% |
| Vanguard Windsor II Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $5.9M | 5.4% |
| Vanguard Small-Cap Index Fund Investor Shares N/R Vanguard · Mutual fund IndexRecordkeeper's own fund | $5.5M | 5.1% |
| Vanguard Wellington Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $4.2M | 3.9% |
| Vanguard Total Stock Market Index Fund Investor Shares N/R Vanguard · Mutual fund IndexRecordkeeper's own fund | $4.2M | 3.9% |
| Vanguard Cash Reserves Federal Money Market Fund Vanguard · Money market Recordkeeper's own fund | $4.0M | 3.7% |
| Vanguard Total Bond Market Index Fund Investor Shares N/R Vanguard · Mutual fund IndexRecordkeeper's own fund | $3.3M | 3.0% |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.