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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,903 |
12 funds hold $13.6M of the plan's $13.9M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 93% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $12.5M | 92.6% |
| Galliard Stable Return Fund E Allspring · Mutual fund | $559K | 4.1% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $280K | 2.1% |
| Vanguard Institutional Index Fu Vanguard · Mutual fund Index | $62K | 0.5% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $59K | 0.4% |
| Prudential Core Plus Bond Fund Class 5 Prudential (PGIM) · Collective trust | $15K | 0.1% |
| U.S. Small Cap Portfolio Dimensional · Mutual fund | $9K | <0.1% |
| Eupac Fund Capital Group · Mutual fund | $9K | <0.1% |
| Fidelity Growth Company K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $5K | <0.1% |
| Vanguard Extended Market Index Fund Investor Shares Vanguard · Mutual fund Index | $4K | <0.1% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.