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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $14,100 |
7 funds of $250K or more; 12 lines in all, holding $4.8M of the plan's $4.8M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 97% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintagesRecordkeeper's own fund | $4.7M | 96.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $73K | 1.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $16K | 0.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $15K | 0.3% |
| Vanguard Ftse All-World ex-US Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $12K | 0.3% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $11K | 0.2% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market Recordkeeper's own fund | $10K | 0.2% |
| Emerging Markets Portfolio - Institutional Class Dimensional · Mutual fund | $7K | 0.2% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $4K | <0.1% |
| Vanguard FMI International Fund Instl Fiduciary Management (FMI) · Mutual fund | $3K | <0.1% |
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 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.