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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,275 |
21 funds of $250K or more; 14 lines in all, holding $36.0M of the plan's $36.9M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 41% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $14.9M | 41.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $5.0M | 13.9% |
| Wilmington Large Cap Value R1 Great Gray · Other | $2.6M | 7.2% |
| Wilmington Large Cap Growth Fund III CL R1 Manager not matched · Mutual fund Possible retail class R1 | $2.1M | 5.7% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $2.0M | 5.6% |
| JPMorgan Core Plus Bond Fund Class R6 JPMorgan · Mutual fund | $2.0M | 5.5% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.8M | 5.0% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $1.7M | 4.7% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $917K | 2.5% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $878K | 2.4% |
No lineup changes between the 2024 and 2025 filings.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.