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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,729 |
3 funds of $250K or more; 15 lines in all, holding $3.7M of the plan's $3.7M. From the 2025 filing. Recordkeeper: Vanguard.
| Fund | Dollars | % of funds% |
|---|---|---|
| PIMCO PIMCO (Allianz) · Mutual fund | $2.3M | 61.4% |
| Vanguard Vanguard · Mutual fund Recordkeeper's own fund | $339K | 9.1% |
| T. Rowe Price T. Rowe Price · Mutual fund | $278K | 7.5% |
| JP Morgan JPMorgan · Other | $154K | 4.1% |
| Alliance Bernstein AllianceBernstein · Other | $102K | 2.7% |
| Fidelity Fidelity (FMR) · Mutual fund | $97K | 2.6% |
| American Funds Capital Group · Mutual fund | $92K | 2.5% |
| MFS MFS (Sun Life) · Mutual fund | $74K | 2.0% |
| FullerThaler Manager not matched · Other | $71K | 1.9% |
| Participant's Loan Account Manager not matched · Other | $71K | 1.9% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.