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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $65,932 |
TFO-TDC, LLC1 year Filed as: TFO WEALTH PARTNERS LLC Service code 27 · EIN 20-1017513 | Advisory (Plan) | $55,965 |
25 funds of $250K or more; 20 lines in all, holding $52.1M of the plan's $59.4M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 45% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $23.3M | 44.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.9M | 9.4% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.1M | 7.9% |
| DFA US Core EQ 21 Dimensional · Mutual fund | $3.7M | 7.1% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.1M | 4.1% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.1M | 4.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.0M | 3.9% |
| Gabelli US MM I Manager not matched · Money market | $2.0M | 3.8% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $1.7M | 3.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 2.3% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.