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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,225 |
DUNBAR ASSOCIATES, LLC1+ years Filed as: DUNBAR ASSOCIATES LLC Service code 27 · EIN 06-1426359 | Advisory (Plan) | $2,865 |
1 fund of $250K or more; 26 lines in all, holding $1.5M of the plan's $1.5M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Nuveen Lifecycle Index, mutual fund, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 13 vintages | $757K | 50.8% |
| Money market fund and cash Vanguard Funds Vanguard · Money market Recordkeeper's own fund | $187K | 12.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $149K | 10.0% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $105K | 7.0% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $88K | 5.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $32K | 2.1% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $21K | 1.4% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $17K | 1.1% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $15K | 1.0% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $15K | 1.0% |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.