Filings through .
Filed December 15, 2022
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Total covered: 382 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,310,981 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $283,733 |
Service code 11 · EIN 33-0818667 | Actuarial | $95,958 |
BAKER TILLY US, LLP1 year Filed as: BAKERTILLY US, LLP Service code 11 · EIN 30-1413443 | Actuarial | $45,900 |
29 funds of $250K or more; 19 lines in all, holding $567M of the plan's $592M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, collective trust, 71% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $403M | 71.2% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $54.5M | 9.6% |
| Vanguard Total International Stock Index Fund Institutional Shares Vanguard · Mutual fund Recordkeeper's own fund | $23.4M | 4.1% |
| Fidelity Total Bond K6 Fund Fidelity (FMR) · Mutual fund | $17.4M | 3.1% |
| T. Rowe Price All-Cap Opportunities Fund T. Rowe Price · Mutual fund | $15.6M | 2.8% |
| Vanguard Mid-Cap Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $14.2M | 2.5% |
| Vanguard Retirement Savings Trust Vanguard · Stable value Stable valueRecordkeeper's own fund | $13.5M | 2.4% |
| Vanguard Small-Cap Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $5.8M | 1.0% |
| Putnam Large Cap Value Trust Franklin Templeton · Collective trust | $5.3M | 0.9% |
| Carillon Eagle Mid Cap Growth Fund Raymond James · Collective trust | $3.1M | 0.5% |
Added 7 funds, dropped 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard Institutional Index Fund Institutional Shares | $54.5M |
| AddedVanguard Total International Stock Index Fund Institutional Shares | $23.4M |
| ReplacedHighMetropolitan West Total Return to Fidelity Total Bond K6 Fund | $13.8M to $17.4M |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
The auditor signed off without reservation. This is the cleanest opinion.