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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $67,518 |
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $13,741 |
24 funds of $250K or more; 17 lines in all, holding $98.7M of the plan's $98.8M. 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, 12 vintagesRecordkeeper's own fund | $40.8M | 41.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $21.4M | 21.7% |
| Large Cap Growth Fund II Manager not matched · Collective trust | $10.8M | 11.0% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $5.2M | 5.2% |
| Vanguard Total Bond Market Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $4.2M | 4.3% |
| Vanguard Windsor II Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $3.2M | 3.3% |
| MFS International Diversification Fund MFS (Sun Life) · Mutual fund | $2.4M | 2.4% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $2.1M | 2.2% |
| Vanguard Developed Markets Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $2.1M | 2.2% |
| American Beacon Small Cap Value Fund American Beacon (Resolute) · Mutual fund | $1.7M | 1.8% |
Added 1 fund, dropped 1 fund, likely replaced 2 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighVanguard Institutional Index Fund Institutional Shares to Fidelity 500 Index Fund | $18.2M to $21.4M |
| DroppedHarbor Capital Appreciation Fund | $11.4M |
| AddedLarge Cap Growth Fund II | $10.8M |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.