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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $285 |
1 fund of $250K or more; 15 lines in all, holding $1.5M of the plan's $1.5M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 46% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $679K | 46.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $527K | 35.9% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $142K | 9.7% |
| Collateral, Value Cost Value Vanguard Federa Vanguard · Mutual fund Recordkeeper's own fund | $50K | 3.4% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $32K | 2.1% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $18K | 1.2% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $13K | 0.9% |
| Vanguard S-T Infl-Prot Sec Index Adm Vanguard · Mutual fund IndexRecordkeeper's own fund | $3K | 0.2% |
| Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $2K | 0.1% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $880 | <0.1% |
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.
Participant contribution per participant 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.