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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,388 |
24 funds of $250K or more; 16 lines in all, holding $41.2M of the plan's $41.4M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 27% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $11.3M | 27.4% |
| Vanguard Primecap Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $10.5M | 25.4% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $5.3M | 12.9% |
| Vanguard Windsor II Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $3.5M | 8.5% |
| Vanguard Growth Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $3.1M | 7.6% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market Recordkeeper's own fund | $1.4M | 3.5% |
| Vanguard Total Bond Market Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.1M | 2.6% |
| Vanguard Retirement Savings Trust (conti Vanguard · Stable value Stable valueRecordkeeper's own fund | $921K | 2.2% |
| Vanguard Extended Market Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $810K | 2.0% |
| Vanguard International Growth Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $649K | 1.6% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.