Filings through .
Filed October 18, 2004
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 |
|---|---|---|
ACROPOLIS INVESTMENT MANAGEMENT11+ years Service code 27 · EIN 32-0016216 | Advisory (Plan) | $33,144 |
ARMANINO LLP2 years Service code 10 · EIN 33-2514127 | Accounting | $10,738 |
PCS RETIREMENT, LLC3 years Service code 15 · EIN 23-3038464 | Recordkeeping | $7,350 |
6 funds of $250K or more; 12 lines in all, holding $7.4M of the plan's $7.4M. From the 2025 filing. Recordkeeper: PCS Retirement.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.6M | 35.6% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.5M | 19.8% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 17.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $706K | 9.5% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $672K | 9.1% |
| Vanguard Growth and Income Fund Admiral Shares Vanguard · Mutual fund | $334K | 4.5% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $206K | 2.8% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $57K | 0.8% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $36K | 0.5% |
| Vanguard Short-Term Federal Fund Admiral Shares Vanguard · Mutual fund | $25K | 0.3% |
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 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.