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| Provider | Service type | Compensation |
|---|---|---|
Filed as: OLD MISSION INV. COMPANY Service code 27 · EIN 20-4942125 | Advisory (Plan) | $5,233 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $828 |
5 funds of $250K or more; 13 lines in all, holding $3.6M of the plan's $3.6M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 91% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $3.2M | 90.6% |
| Fidelity Growth Discovery Fund Class K Fidelity (FMR) · Mutual fund | $111K | 3.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $60K | 1.7% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $55K | 1.5% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $30K | 0.8% |
| Fidelity Small Cap Growth K6 Fund Fidelity (FMR) · Mutual fund | $22K | 0.6% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $19K | 0.5% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $18K | 0.5% |
| International Equity Fund Class R1 Manager not matched · Collective trust | $17K | 0.5% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $2K | <0.1% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.