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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK7 years Filed as: JOHNSON FINANCIAL GROUP Service code 21 · EIN 39-1141446 | Bank Trustee | $55,990 |
19 funds of $250K or more; 25 lines in all, holding $34.3M of the plan's $35.1M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $17.6M | 51.2% |
| Fidelity Investment 500 Index Institutional Fidelity (FMR) · Mutual fund Index | $4.0M | 11.5% |
| Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Mutual fund | $2.3M | 6.7% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund | $2.3M | 6.7% |
| Harbor Capital Appreciation Fund Harbor Capital · Mutual fund | $2.0M | 5.7% |
| Fidelity Money Market Government Class I Fidelity (FMR) · Money market | $1.6M | 4.6% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $857K | 2.5% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price · Mutual fund | $791K | 2.3% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $547K | 1.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $415K | 1.2% |
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.