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| Provider | Service type | Compensation |
|---|---|---|
GREAT VALLEY ADVISOR GROUP2 years Service code 27 · EIN 51-0295792 | Advisory (Plan) | $40,244 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $36,837 |
21 funds of $250K or more; 23 lines in all, holding $25.9M of the plan's $26.1M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $14.2M | 54.7% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $4.1M | 16.0% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 5.0% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $862K | 3.3% |
| T. Rowe Price Large-Cap Growth Fund T. Rowe Price · Mutual fund | $804K | 3.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $613K | 2.4% |
| Vanguard International Growth Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $613K | 2.4% |
| Schwab Fundamental International Equity Index Fund Charles Schwab · Mutual fund Index | $566K | 2.2% |
| Vanguard Emerging Markets Stock Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $474K | 1.8% |
| JPMorgan Large Cap Value Fund JPMorgan · Mutual fund | $438K | 1.7% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.