Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $8,061 |
Filed as: ONE DIGITAL Service code 21 · EIN 43-1451524 | Bank Trustee | $6,032 |
2 funds of $250K or more; 11 lines in all, holding $1.9M of the plan's $1.9M. From the 2025 filing. Recordkeeper: Epic Retirement Plan Services.
Target-date series: Vanguard Target Retirement, mutual fund, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $920K | 48.3% |
| Fidelity Puritan Fund Fidelity (FMR) · Mutual fund | $377K | 19.8% |
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price · Mutual fund | $218K | 11.4% |
| Great Gray CIT III for MetLife Group Manager not matched · Collective trust | $169K | 8.9% |
| Vanguard Short-Term Federal Fund Investor Shares Vanguard · Mutual fund | $96K | 5.0% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $48K | 2.5% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $24K | 1.3% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $19K | 1.0% |
| Columbia Dividend Income Fund Institutional 3 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $17K | 0.9% |
| Vanguard Developed Markets Index Fund Investor Shares Vanguard · Mutual fund Index | $13K | 0.7% |
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 signed off without reservation. This is the cleanest opinion.