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| Provider | Service type | Compensation |
|---|---|---|
ARCWOOD FINANCIAL LLC3 years Filed as: ARCWOOD FINANCIAL Service code 27 7878 N 16TH · PHOENIX, AZ 85020 | Advisory (Plan) | $14,651 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,564 |
11 funds of $250K or more; 19 lines in all, holding $5.9M of the plan's $5.9M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $3.9M | 66.3% |
| Invesco Discovery Fund Class R6 Invesco · Mutual fund | $601K | 10.2% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $329K | 5.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $285K | 4.8% |
| Nomura Science and Technology Fund Class Y Macquarie / Nomura · Mutual fund | $186K | 3.2% |
| Dodge & Cox Stock Fund Class I Dodge & Cox · Mutual fund | $142K | 2.4% |
| Blackrock MID CAP Growth Equity Portfolio Institutional BlackRock · Mutual fund | $98K | 1.7% |
| Vanguard Health Care Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $70K | 1.2% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $51K | 0.9% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $43K | 0.7% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.