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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WORLD INVESTMENT ADVISORS Service code 27 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $27,717 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,222 |
8 funds of $250K or more; 17 lines in all, holding $6.4M of the plan's $6.4M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintagesRecordkeeper's own fund | $4.4M | 69.6% |
| Vanguard Growth Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $461K | 7.2% |
| Vanguard Total Stock Market Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $374K | 5.9% |
| MetLife GAC 25053 Class 0 MetLife · Other | $273K | 4.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $230K | 3.6% |
| Vanguard Global Equity Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $215K | 3.4% |
| Vanguard Developed Markets Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $107K | 1.7% |
| Vanguard Mid-Cap Value Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $55K | 0.9% |
| Vanguard Small-Cap Value Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $53K | 0.8% |
| AB Large Cap Growth I AllianceBernstein · Other | $48K | 0.8% |
Changed share class on 2 funds.
| Fund | Year-end value |
|---|---|
| Share class changeVanguard Growth Index Fund Admiral Shares to Vanguard Growth Index Fund Investor Shares | $392K to $461K |
| Share class changeVanguard Total Stock Market Index Fund Admiral Shares to Vanguard Total Stock Market Index Fund Investor Shares | $266K to $374K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.