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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-3015875 | Recordkeeping | $28,216 |
SENTINEL PENSION ADVISORS6 years Service code 16 · EIN 04-3422848 | Consulting | $21,492 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,726 |
7 funds of $250K or more; 20 lines in all, holding $10.5M of the plan's $10.7M. From the 2025 filing. Recordkeeper: Sentinel Benefits Group.
Target-date series: Vanguard Target Retirement, mutual fund, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $7.8M | 74.4% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $913K | 8.7% |
| Blue Chip Fund R-6 Principal · Mutual fund | $227K | 2.2% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $215K | 2.0% |
| DFA Real Estate Securities Portfolio - Institutional Class Dimensional · Mutual fund | $174K | 1.7% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $167K | 1.6% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $158K | 1.5% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $154K | 1.5% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $137K | 1.3% |
| Vanguard Ftse Social Index Fund Admiral Shares Vanguard · Mutual fund Index | $112K | 1.1% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.