Filings through .
Filed March 17, 2016
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 |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $102,812 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $13,971 |
15 funds of $250K or more; 30 lines in all, holding $14.2M of the plan's $14.7M. From the 2024 filing. Recordkeeper: Slavic401k.
Target-date series: Vanguard Target Retirement, mutual fund, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $6.8M | 47.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.0M | 14.3% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.0M | 14.1% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $670K | 4.7% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $431K | 3.0% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $418K | 2.9% |
| Vanguard Consumer Staples Index Fund Admiral Shares Vanguard · Mutual fund Index | $310K | 2.2% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $206K | 1.4% |
| Vanguard U.S. Growth Fund Admiral Shares Vanguard · Mutual fund | $141K | 1.0% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $137K | 1.0% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.