Filings through .
Filed February 4, 2025
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Total covered: 11 employees
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| Provider | Service type | Compensation |
|---|---|---|
FULTON BANK, N.A.4 years Filed as: FULTON BANK Service code 15 · EIN 23-1928421 | Recordkeeping | $52,264 |
9 funds of $250K or more; 23 lines in all, holding $9.1M of the plan's $9.5M. From the 2025 filing. Recordkeeper: Fulton Financial Advisors.
Target-date series: Vanguard Target Retirement, mutual fund, 82% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $7.5M | 82.2% |
| Employer I.D. : 23- Investments at fair value: Goldman Sachs Goldman Sachs · Mutual fund | $1.4M | 15.6% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $36K | 0.4% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $33K | 0.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $25K | 0.3% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $24K | 0.3% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $19K | 0.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $7K | <0.1% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $6K | <0.1% |
| Massachusetts Intl Divers R6 MFS (Sun Life) · Mutual fund | $6K | <0.1% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.