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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $120,764 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $57,856 |
Filed as: HIGHLAND CAPITAL Service code 27 · EIN 20-4284376 | Advisory (Plan) | $45,997 |
18 funds of $250K or more; 15 lines in all, holding $92.2M of the plan's $92.2M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $38.6M | 41.8% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $28.5M | 30.9% |
| Vanguard Extended Market Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $6.2M | 6.7% |
| Vanguard Total International Stock Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $6.0M | 6.6% |
| Galliard Stable Return Fund C Allspring · Collective trust | $5.9M | 6.4% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $4.4M | 4.8% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 1.6% |
| Fidelity Inflation-Protected Bond Index Fund Fidelity (FMR) · Mutual fund Index | $353K | 0.4% |
| PIMCO All Asset Fund Institutional PIMCO (Allianz) · Mutual fund | $189K | 0.2% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $182K | 0.2% |
Covers 61,314 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.