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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 45-4614505 | Advisory (Plan) | $77,585 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $30,663 |
11 funds of $250K or more; 13 lines in all, holding $22.3M of the plan's $22.7M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 78% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $17.4M | 78.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $2.9M | 13.0% |
| Vanguard Growth and Income Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $655K | 2.9% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $377K | 1.7% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $247K | 1.1% |
| Vanguard MStar Small-Cap Index Fund Adm Vanguard · Mutual fund IndexRecordkeeper's own fund | $161K | 0.7% |
| Vanguard MStar Mid-Cap Index Fund Adm Vanguard · Mutual fund IndexRecordkeeper's own fund | $147K | 0.7% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market Recordkeeper's own fund | $100K | 0.4% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $93K | 0.4% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $92K | 0.4% |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.