Filings through .
Filed August 26, 1996
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,172 |
17 funds of $250K or more; 9 lines in all, holding $45.4M of the plan's $47.0M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $32.7M | 72.1% |
| Mutual Funds Vanguard Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $6.4M | 14.0% |
| Vanguard Total Bond Market Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $2.3M | 5.0% |
| Current Investments Vanguard Federal Money Market Fund Vanguard · Money market Recordkeeper's own fund | $2.2M | 4.8% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $692K | 1.5% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $638K | 1.4% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund IndexRecordkeeper's own fund | $312K | 0.7% |
| Vanguard Total Stock Market Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $140K | 0.3% |
| Vanguard Total International Bond Market Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $52K | 0.1% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.