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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $165,348 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS, LLC Service code 27 · EIN 82-1434504 | Advisory (Plan) | $71,007 |
CLIFTONLARSONALLEN LLP1+ years Service code 99 · EIN 41-0746749 | Other Fees | $22,050 |
MILLER COOPER & CO LTD1+ years Filed as: MILLER COOPER & CO, LTD Service code 99 · EIN 36-2897372 | Other Fees | $10,750 |
20 funds of $250K or more; 17 lines in all, holding $73.1M of the plan's $73.7M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 87% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $63.5M | 86.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.4M | 4.7% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.6M | 2.2% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market Recordkeeper's own fund | $1.3M | 1.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $669K | 0.9% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $441K | 0.6% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $409K | 0.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $351K | 0.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $319K | 0.4% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $301K | 0.4% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.