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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $121,911 |
MMA SECURITIES LLC2 years Service code 27 · EIN 52-2189187 | Advisory (Plan) | $23,995 |
Filed as: ONEDIGITAL INVESTMENT Service code 27 · EIN 82-1434504 | Advisory (Plan) | $23,995 |
UHY LLP4 years Service code 10 · EIN 20-0694403 | Accounting | $20,961 |
22 funds of $250K or more; 16 lines in all, holding $42.7M of the plan's $46.3M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $33.9M | 79.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.8M | 6.7% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.0M | 2.4% |
| Vanguard U.S. Growth Fund Admiral Shares Vanguard · Mutual fund | $981K | 2.3% |
| T. Rowe Price Funds T. Rowe Price · Mutual fund | $801K | 1.9% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $476K | 1.1% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $456K | 1.1% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $425K | 1.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $388K | 0.9% |
| Vanguard Global Wellington Fund Admiral Shares Vanguard · Mutual fund | $317K | 0.7% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.