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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,848 |
12 funds of $250K or more; 14 lines in all, holding $14.5M of the plan's $14.5M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $10.0M | 68.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.7M | 11.6% |
| AB Large CAP Growth Fund INC Class Z AllianceBernstein · Mutual fund | $951K | 6.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $550K | 3.8% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $474K | 3.3% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $211K | 1.5% |
| Registered investment companies American Funds New World R6 Capital Group · Mutual fund | $151K | 1.0% |
| T. Rowe Price Overseas Stock Fund-I Class T. Rowe Price · Mutual fund | $125K | 0.9% |
| Carillion Scout Mid Cap R6 Manager not matched · Mutual fund | $116K | 0.8% |
| Janus Henderson Triton Fund Class N Janus Henderson · Mutual fund | $67K | 0.5% |
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.
The auditor signed off without reservation. This is the cleanest opinion.