Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $387,810 |
20 funds of $250K or more; 11 lines in all, holding $168M of the plan's $170M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 26% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $44.1M | 26.2% |
| Vanguard Total Stock Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $24.8M | 14.7% |
| Vanguard Growth Index Fund Institutional Shares Vanguard · Mutual fund Index | $22.4M | 13.3% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund | $21.1M | 12.6% |
| Galliard Stable Return Fund C Allspring · Collective trust | $13.3M | 7.9% |
| Fidelity Global Ex US Index Institutiona Fidelity (FMR) · Mutual fund Index | $12.9M | 7.7% |
| Vanguard Mid-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $12.5M | 7.5% |
| Allspring Core Plus Bond CIT D1 Allspring · Collective trust | $9.4M | 5.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $5.4M | 3.2% |
| Vanguard Real Estate Investment Trust Index Vanguard · Collective trust Index | $2.2M | 1.3% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.