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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $28,407 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,718 |
14 funds hold $15.7M of the plan's $15.7M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $8.5M | 54.1% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $2.4M | 15.0% |
| Vanguard Growth Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.1M | 6.8% |
| Vanguard Total Intl Stock Index Inv 0 Vanguard · Mutual fund IndexRecordkeeper's own fund | $734K | 4.7% |
| Vanguard Total Stock Market Index Inv 0 Vanguard · Mutual fund IndexRecordkeeper's own fund | $642K | 4.1% |
| Vanguard Emerging Mkts Stock Index Inv 0 Vanguard · Mutual fund IndexRecordkeeper's own fund | $537K | 3.4% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $533K | 3.4% |
| Vanguard Value Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $457K | 2.9% |
| Vanguard Small-Cap Index Inv 0 Vanguard · Mutual fund IndexRecordkeeper's own fund | $456K | 2.9% |
| Vanguard Total Bond Market Index Inv 0 Vanguard · Mutual fund IndexRecordkeeper's own fund | $243K | 1.5% |
Added 9 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedVanguard | $11.6M |
| AddedVanguard Target Retirement 2060 Fund | $8.5M |
| AddedVanguard 500 Index Fund Investor Shares | $2.4M |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.