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| Provider | Service type | Compensation |
|---|---|---|
LATITUDE SERVICE COMPANY INC2 years Service code 49 1500 N OAK DR · PLYMOUTH, IN 46563 | Other Services | $9,578 |
16 funds of $250K or more; 23 lines in all, holding $22.5M of the plan's $22.7M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $13.0M | 57.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.6M | 25.0% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $617K | 2.7% |
| Calvert US Large-Cap Growth Responsible Index Fund Class R6 Morgan Stanley · Mutual fund Index | $496K | 2.2% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $461K | 2.0% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $360K | 1.6% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $304K | 1.4% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $246K | 1.1% |
| Voya Pooled Separate Accounts: American Funds EuroPacific Growth Fund - Class R6 Capital Group · Separate account | $245K | 1.1% |
| Victory Sycamore Established Value Fund Class R6 Victory Capital · Mutual fund | $224K | 1.0% |
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.
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.