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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,825 |
1 fund of $250K or more; 12 lines in all, holding $4.5M of the plan's $4.5M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Vanguard · Mutual fund Recordkeeper's own fund | $4.0M | 87.9% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $228K | 5.1% |
| Carillon Raymond James · Other | $110K | 2.4% |
| BlackRock BlackRock · Mutual fund | $46K | 1.0% |
| Victory Victory Capital · Mutual fund | $39K | 0.9% |
| American Funds Capital Group · Mutual fund | $31K | 0.7% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $22K | 0.5% |
| Attachment to 2024 Form Manager not matched · Other | $22K | 0.5% |
| PIMCO PIMCO (Allianz) · Mutual fund | $20K | 0.4% |
| Invesco Invesco · Mutual fund | $12K | 0.3% |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.