Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
GWN SECURITIES, INC11+ years Service code 27 11440 N. JOG RD. · PALM BEACH GARDENS, FL 33418 | Advisory (Plan) | $35,029 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,177 |
16 funds hold $19.3M of the plan's $22.8M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $9.6M | 49.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $2.8M | 14.7% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.3M | 6.9% |
| NEW Economy Fund Class R-6 Capital Group · Mutual fund | $1.3M | 6.8% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $945K | 4.9% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $678K | 3.5% |
| THE Hartford Dividend AND Growth Fund Class Y Hartford Funds · Mutual fund | $529K | 2.7% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $447K | 2.3% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $393K | 2.0% |
| PIMCO Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $347K | 1.8% |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.