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| Provider | Service type | Compensation |
|---|---|---|
DIMENSIONAL FUND ADVISORS9 years Service code 15 · EIN 45-5614715 | Recordkeeping | $10,611 |
6 funds of $250K or more; 21 lines in all, holding $7.8M of the plan's $7.8M. From the 2025 filing. Recordkeeper: Dimensional Fund Advisors.
Target-date series: Vanguard Target Retirement, mutual fund, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $4.7M | 60.2% |
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price · Mutual fund | $1.1M | 14.3% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $467K | 6.0% |
| Vanguard Large-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $366K | 4.7% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $234K | 3.0% |
| AFS EuroPacific Growth Capital Group · Other | $134K | 1.7% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $132K | 1.7% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $132K | 1.7% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $130K | 1.7% |
| DFA Global Real Estate Securities Portfolio Shares Dimensional · Mutual fund | $108K | 1.4% |
Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchDimensional 2030 Target Date Retirement Income Fund Institutional Class to Vanguard Target Retirement 2030 Fund Investor Shares | $4.4M to $4.7M |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.