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 TRUST3 years Service code 15 · EIN 38-3416104 | Recordkeeping | $24,842 |
14 funds of $250K or more; 19 lines in all, holding $10.7M of the plan's $16.2M. From the 2024 filing. Recordkeeper: Greenleaf Trust.
Target-date series: T. Rowe Price Retirement, mutual fund, 32% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $3.4M | 32.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.8M | 16.9% |
| Blackrock Equity Dividend Fund Class K BlackRock · Mutual fund | $880K | 8.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $682K | 6.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $666K | 6.2% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. Rowe Price · Mutual fund | $591K | 5.5% |
| William Blair Large Cap Growth Fund Class R6 William Blair · Mutual fund | $565K | 5.3% |
| Wasatch Core Growth Fund Institutional Class Shares Manager not matched · Mutual fund | $429K | 4.0% |
| Hartford International Opportunity R6 Hartford Funds · Mutual fund | $355K | 3.3% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $351K | 3.3% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.