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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $45,516 |
TWO WEST CAPITAL ADVISORS6 years Filed as: TWO WEST CAPITAL INVESTORS Service code 27 · EIN 27-3055170 | Advisory (Plan) | $28,267 |
11 funds of $250K or more; 13 lines in all, holding $14.5M of the plan's $14.5M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 87% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $12.6M | 86.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $718K | 5.0% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $247K | 1.7% |
| Nuveen International Equity Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $187K | 1.3% |
| U.S. Large Cap Growth Portfolio Institutional Class Dimensional · Mutual fund | $159K | 1.1% |
| iShares U.S. Aggregate Bond Index Fund Class K Shares BlackRock · ETF Index | $145K | 1.0% |
| Vanguard Money Market Reserves Vanguard · Money market Recordkeeper's own fund | $139K | 1.0% |
| iShares Russell Mid-Cap Index Fund Class K BlackRock · ETF Index | $125K | 0.9% |
| DFA Investment Dimensions Group Inc. DFA U.S. Small Cap Value Portfolio I Dimensional · Mutual fund | $100K | 0.7% |
| U.S. Small Cap Growth Portfolio Institutional Class Dimensional · Mutual fund | $54K | 0.4% |
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.