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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-3015875 | Recordkeeping | $57,437 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPTRUST FINANCIAL ADVISOR Service code 27 · EIN 26-0058143 | Advisory (Plan) | $44,337 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $9,395 |
14 funds of $250K or more; 20 lines in all, holding $18.5M of the plan's $19.0M. From the 2024 filing. Recordkeeper: Sentinel Pension Advisors.
Target-date series: Vanguard Target Retirement, mutual fund, 80% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $14.8M | 80.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $927K | 5.0% |
| Mainstay Large Cap Growth R1 New York Life · Other | $624K | 3.4% |
| Morley Stable Value Fund Principal · Stable value Stable value | $345K | 1.9% |
| T. Rowe Price Mid-Cap Equity Growth T. Rowe Price · Mutual fund | $288K | 1.6% |
| T Rowe Price QM U.S. Small Cap Growth Fund T. Rowe Price · Mutual fund | $257K | 1.4% |
| Blackrock Equity Dividend Fund BlackRock · Mutual fund | $183K | 1.0% |
| Vanguard Target Rtrmt Incm Vanguard · Mutual fund | $170K | 0.9% |
| Parnassus Core Eqty Fd Inv Affiliated Managers Group · Other | $114K | 0.6% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund Possible retail class A | $101K | 0.5% |
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.
The auditor signed off without reservation. This is the cleanest opinion.