Filings through .
Filed September 6, 2024
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,065 |
7 funds of $250K or more; 27 lines in all, holding $5.6M of the plan's $5.6M. From the 2024 filing. Recordkeeper: Vanguard.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $972K | 17.4% |
| Amearican Funds Trgt Date Ret 2030 R6 Manager not matched · Mutual fund | $706K | 12.6% |
| Amearican Funds Trgt Date Ret 2050 R6 Manager not matched · Mutual fund | $698K | 12.5% |
| Amearican Funds Trgt Date Ret 2045 R6 Manager not matched · Mutual fund | $683K | 12.2% |
| Americasn Funds Trgt Date Ret 2035 R6 Manager not matched · Mutual fund | $429K | 7.7% |
| Americasn Funds Trgt Date Ret 2040 R6 Manager not matched · Mutual fund | $428K | 7.7% |
| Amearican Funds Trgt Date Ret 2060 R6 Manager not matched · Mutual fund | $273K | 4.9% |
| Amearican Funds Trgt Date Ret 2025 R6 Manager not matched · Mutual fund | $223K | 4.0% |
| Amearican Funds Trgt Date Ret 2055 R6 Manager not matched · Mutual fund | $203K | 3.6% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $147K | 2.6% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.