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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,840 |
11 funds of $250K or more; 10 lines in all, holding $57.5M of the plan's $57.8M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 2% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Institutional Total Stock Market Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $37.5M | 65.1% |
| Vanguard Index Admiral Vanguard · Mutual fund IndexRecordkeeper's own fund | $3.8M | 6.6% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $3.6M | 6.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $2.7M | 4.6% |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Vanguard · Money market Recordkeeper's own fund | $2.4M | 4.2% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $2.1M | 3.7% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $2.1M | 3.7% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.8M | 3.1% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 7 vintagesRecordkeeper's own fund | $1.1M | 1.9% |
| Vanguard Intermediate-Term Treasury Index Fund: Adm Shr Vanguard · Mutual fund IndexRecordkeeper's own fund | $441K | 0.8% |
Added 10 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedVanguard | $58.8M |
| AddedVanguard Institutional Total Stock Market Index Fund Institutional Shares | $37.5M |
| AddedVanguard Index Admiral | $3.8M |
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 60,908 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.