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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS5 years Service code 15 · EIN 23-1928421 | Recordkeeping | $50,191 |
13 funds of $250K or more; 19 lines in all, holding $12.6M of the plan's $12.8M. From the 2025 filing. Recordkeeper: Fulton Financial Advisors.
Target-date series: Vanguard Target Retirement, mutual fund, 21% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 4 vintages | $2.6M | 20.6% |
| Vanguard Capital Opportunity Fund Admiral Shares Vanguard · Mutual fund | $1.9M | 14.7% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.6M | 12.6% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.0M | 8.3% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $840K | 6.7% |
| Vanguard Gnma Fund Admiral Shares Vanguard · Mutual fund | $832K | 6.6% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $784K | 6.2% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $549K | 4.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $542K | 4.3% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $539K | 4.3% |
No lineup changes between the 2024 and 2025 filings.
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.)
The auditor signed off without reservation. This is the cleanest opinion.