Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES3 years Filed as: JULY BUSINESS SERVICES LLC Service code 15 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $28,262 |
Service code 26 333 W WACKER DRIVE, 6TH FLOOR · CHICAGO, IL 60606 | Advisory (Participants) | $18,294 |
9 funds of $250K or more; 7 lines in all, holding $5.9M of the plan's $6.1M. From the 2025 filing. Recordkeeper: July Business Services.
Target-date series: Vanguard Target Retirement, mutual fund, 93% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $5.5M | 92.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $171K | 2.9% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $121K | 2.0% |
| Erie Neighborhood House 403 December 31, 2025 Vanguard Vanguard · Money market | $82K | 1.4% |
| Nuveen Large Cap Growth Index Fund Class I TIAA (Nuveen) · Mutual fund Index | $33K | 0.6% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $25K | 0.4% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $9K | 0.2% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.