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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,903 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $8,690 |
17 funds hold $33.7M of the plan's $33.9M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, collective trust, 29% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Collective trust Target-date, 10 vintagesRecordkeeper's own fund | $9.9M | 29.4% |
| Fund Adm Vang Instl 500 Index Collective Trust Fund Vanguard · Collective trust IndexRecordkeeper's own fund | $9.0M | 26.8% |
| Mkt Company Vanguard Growth Index Registered Investment Vanguard · Mutual fund IndexRecordkeeper's own fund | $4.6M | 13.6% |
| Vanguard Retirement Trust Account Vanguard · Collective trust Recordkeeper's own fund | $3.6M | 10.6% |
| borrower, lessor, or interest, collateral, par, or (e) Current Manager not matched · Other | $1.6M | 4.8% |
| Trust D Instl Ext Market Index Trust D Collective Trust Fund Manager not matched · Collective trust Index | $1.1M | 3.1% |
| Inst Tot Bd Mkt Ix Trust D Collective Trust Fund Manager not matched · Collective trust Index | $960K | 2.9% |
| Trust I Loan Fund Manager not matched · Mutual fund | $654K | 1.9% |
| Ist Tot Int St Mt Ix Trust D Collective Trust Fund Manager not matched · Collective trust | $653K | 1.9% |
| Fund Ins Company Tot Intl Bond Ix Admiral Registered Investment Manager not matched · Mutual fund | $600K | 1.8% |
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.
The auditor signed off without reservation. This is the cleanest opinion.