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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $47,292 |
19 funds of $250K or more; 22 lines in all, holding $40.2M of the plan's $40.5M. From the 2024 filing. Recordkeeper: Milliman.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $9.4M | 23.4% |
| Vanguard Total International Stock Index Fund Institutional Plus Shares Vanguard · Mutual fund Index | $6.3M | 15.7% |
| Vanguard Small-Cap Index Fund Institutional Plus Shares Vanguard · Mutual fund Index | $4.9M | 12.2% |
| PIMCO Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $4.2M | 10.4% |
| Vanguard Total Bond Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $3.7M | 9.1% |
| Nyli Winslow Large Cap Growth Fund Class R6 TIAA (Nuveen) · Mutual fund | $1.4M | 3.5% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund | $1.3M | 3.2% |
| Pacific Life Ins CO Pacific Life · Insurance contract | $1.2M | 2.9% |
| Prudential Ins. Co. of America Contract GA-62491 Prudential (PGIM) · Insurance contract | $1.2M | 2.9% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. Rowe Price · Mutual fund | $1.1M | 2.8% |
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.