Filings through .
Filed October 13, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $41,877 |
CORPORATE BENEFITS CONSULTANTS INC10+ years Service code 27 8500 BROOKTREE ROAD · WEXFORD, PA 15090 | Advisory (Plan) | $28,526 |
14 funds of $250K or more; 18 lines in all, holding $14.1M of the plan's $15.8M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $10.5M | 74.9% |
| Vanguard Total Stock Market Index Fund (R) Vanguard · Mutual fund IndexRecordkeeper's own fund | $553K | 3.9% |
| Macquarie Large Cap Growth I N/R Macquarie / Nomura · Mutual fund | $515K | 3.7% |
| Vanguard Value Index Adm N/R Vanguard · Mutual fund IndexRecordkeeper's own fund | $356K | 2.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $326K | 2.3% |
| Vanguard Growth Income Admiral Fund N/R Vanguard · Mutual fund Recordkeeper's own fund | $284K | 2.0% |
| Carillon Eagle Mid Cap Growth Fund Class R-6 Raymond James · Mutual fund | $229K | 1.6% |
| Massachusetts Financial Mid Cap Value Fund MFS (Sun Life) · Mutual fund | $189K | 1.3% |
| Baird Aggregate Bond Inst Fund N/R Baird · Mutual fund | $188K | 1.3% |
| DFA Large Cap International Port Inst N/R Dimensional · Mutual fund | $176K | 1.2% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.