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 |
|---|---|---|
GREENLEAF TRUST11+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $62,349 |
28 funds of $250K or more; 19 lines in all, holding $108M of the plan's $113M. From the 2024 filing. Recordkeeper: Greenleaf Trust.
Target-date series: T. Rowe Price Retirement, mutual fund, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $57.9M | 53.8% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $11.4M | 10.6% |
| William Blair Large Cap Growth Fund Class R6 William Blair · Mutual fund | $5.9M | 5.5% |
| Common Stock, Exchange- Traded Funds, And Money Market Funds Manager not matched · Money market | $3.9M | 3.7% |
| Blackrock Equity Dividend Fund BlackRock · Mutual fund | $3.9M | 3.6% |
| Vanguard Short-Term Investment-Grade Fund Vanguard · Mutual fund | $3.1M | 2.9% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund Index | $3.1M | 2.9% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $3.0M | 2.8% |
| JPMorgan Mid Cap Value Fund Class R6 JPMorgan · Mutual fund | $2.1M | 2.0% |
| Hartford International Opportunity R6 Hartford Funds · Mutual fund | $2.1M | 2.0% |
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.