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| Provider | Service type | Compensation |
|---|---|---|
PARK NATIONAL BANK4 years Service code 15 · EIN 31-1198067 | Recordkeeping | $101,072 |
10 funds of $250K or more; 18 lines in all, holding $20.1M of the plan's $20.4M. From the 2025 filing. Recordkeeper: Park National Bank.
Target-date series: Vanguard Target Retirement, mutual fund, 91% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $18.3M | 91.3% |
| Vanguard Small-Cap Value Index Fund Investor Shares Vanguard · Mutual fund Index | $229K | 1.1% |
| New Perspective Fund Capital Group · Mutual fund | $220K | 1.1% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $161K | 0.8% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $149K | 0.7% |
| Vanguard Short-Term Investment-Grade Fund Investor Shares Vanguard · Mutual fund | $148K | 0.7% |
| Vanguard High-Yield Corporate Fund Investor Shares Vanguard · Mutual fund | $138K | 0.7% |
| Vanguard Value Index Fund Investor Shares Vanguard · Mutual fund Index | $133K | 0.7% |
| Vanguard Small-Cap Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $116K | 0.6% |
| Vanguard Developed Markets Index Fund Investor Shares Vanguard · Mutual fund Index | $85K | 0.4% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedVanguard Total International Bond Index Fund Investor Shares | $276K |
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.
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.