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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,945 |
20 funds of $250K or more; 32 lines in all, holding $17.5M of the plan's $17.6M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 34% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $6.0M | 34.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.9M | 10.6% |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Vanguard · Money market Recordkeeper's own fund | $1.8M | 10.5% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.3M | 7.5% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $727K | 4.2% |
| Vanguard Dividend Appreciation Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $676K | 3.9% |
| Vanguard Health Care Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $627K | 3.6% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $543K | 3.1% |
| Vanguard Financials Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $513K | 2.9% |
| Vanguard Energy Opportunities Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $474K | 2.7% |
Added 14 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedVanguard | $14.7M |
| AddedVanguard Target Retirement 2030 Fund Investor Shares | $6.0M |
| AddedVanguard 500 Index Fund Admiral Shares | $1.9M |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.