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| Provider | Service type | Compensation |
|---|---|---|
WOODTRUST BANK9 years Service code 15 · EIN 39-0720440 | Recordkeeping | $85,300 |
15 funds of $250K or more; 19 lines in all, holding $16.7M of the plan's $20.6M. From the 2025 filing. Recordkeeper: Woodtrust Bank.
Target-date series: Vanguard Target Retirement, mutual fund, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 6 vintages | $5.9M | 35.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.6M | 15.3% |
| William Blair Large Cap Growth Fund William Blair · Mutual fund | $2.5M | 14.8% |
| Vanguard Equity Income Fund Investor Shares Vanguard · Mutual fund | $1.4M | 8.2% |
| Vanguard Mid-Cap Value Index Fund Investor Shares Vanguard · Mutual fund Index | $851K | 5.1% |
| Natixis Oakmark International Fund Natixis IM · Mutual fund | $631K | 3.8% |
| Baird Mid Cap Fund Baird · Mutual fund | $603K | 3.6% |
| JPMorgan Small Growth Fund (R6) JPMorgan · Mutual fund | $525K | 3.1% |
| Seafarer Overseas Growth and Income Fund Manager not matched · Mutual fund | $495K | 3.0% |
| AMG Yacktman Fund Affiliated Managers Group · Mutual fund | $265K | 1.6% |
Added 2 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedWoodTrust Bank Money Market Fund | $527K |
| AddedAMG Yacktman Fund | $265K |
| AddedMefs Instl Intl Equity Fund | $255K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 4 renames.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
The auditor signed off without reservation. This is the cleanest opinion.