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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $72,105 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $15,000 |
24 funds of $250K or more; 16 lines in all, holding $102M of the plan's $103M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 47% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $48.2M | 47.0% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $18.3M | 17.9% |
| Vanguard U.S. Growth Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $8.5M | 8.3% |
| Vanguard Windsor It Fund Vanguard · Mutual fund Recordkeeper's own fund | $7.0M | 6.9% |
| Vanguard Wellington Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $5.0M | 4.9% |
| 2025 The Vanguard Group Artisan Int Vanguard · Mutual fund Recordkeeper's own fund | $2.8M | 2.7% |
| Eagle Mid Cap Growth Fund, Class R6 Vanguard · Mutual fund Recordkeeper's own fund | $2.8M | 2.7% |
| Vanguard Total Bond Market Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $2.5M | 2.4% |
| Vanguard Explorer Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $2.1M | 2.0% |
| Vanguard Retirement Savings Trust (RST) Vanguard · Stable value Stable valueRecordkeeper's own fund | $1.8M | 1.7% |
Added 2 funds, dropped 3 funds.
| Fund | Year-end value |
|---|---|
| Added2025 The Vanguard Group Artisan Int | $2.8M |
| DroppedVanguard International Value Fund Investor Shares | $2.2M |
| AddedInvesco Small Cap Value Fund | $1.7M |
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.
The auditor signed off without reservation. This is the cleanest opinion.