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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,928 |
PLANTE & MORAN, PLLC2 years Filed as: PLANT & MORAN, PLLC Service code 99 · EIN 38-1357951 | Other Fees | $18,500 |
23 funds of $250K or more; 15 lines in all, holding $54.9M of the plan's $55.8M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $31.5M | 57.4% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $7.5M | 13.7% |
| William Blair Large Cap Growth Collectiv William Blair · Collective trust | $4.7M | 8.6% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.9M | 3.5% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.7M | 3.2% |
| Dodge & Cox Stock Fund Class I Dodge & Cox · Mutual fund | $1.4M | 2.6% |
| Vanguard Short-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.4M | 2.6% |
| Vanguard Selected Value Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $880K | 1.6% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $879K | 1.6% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $761K | 1.4% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.