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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 23-2942715 511 SCHOOL HOUSE ROAD · KENNETT SQUARE, PA 193481915 | Plan Administrator | $900 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 13 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Contract Administrator | $0 |
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $0 |
5 funds of $250K or more; 23 lines in all, holding $3.5M of the plan's $3.7M. From the 2024 filing. Recordkeeper: Nationwide.
Target-date series: Vanguard Target Retirement, mutual fund, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $2.4M | 67.8% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $243K | 7.0% |
| company Vanguard Total Stock Market Index Registered investment N/R Vanguard · Mutual fund Index | $147K | 4.2% |
| Dodge and Cox International Stock Registered Investment Company Dodge & Cox · Mutual fund | $77K | 2.2% |
| Amcap Fund Capital Group · Mutual fund | $67K | 1.9% |
| Registered Investment Company JP Morgan Mid Cp Growth Fd JPMorgan · Mutual fund | $67K | 1.9% |
| Vanguard Small Cap Growth Index Fund Registered Investment Company Vanguard · Mutual fund Index | $62K | 1.8% |
| U.S. Small Cap Portfolio Dimensional · Mutual fund | $62K | 1.8% |
| Registered Investment Company Vanguard Mid Cap Index Vanguard · Mutual fund Index | $62K | 1.8% |
| T.Rowe Price Real Estate Registered Investment Company T. Rowe Price · Mutual fund | $45K | 1.3% |
Covers 61,314 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.