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| Provider | Service type | Compensation |
|---|---|---|
HUMAN INTEREST ADVISOR LLC4 years Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $47,555 |
6 funds of $250K or more; 22 lines in all, holding $9.6M of the plan's $9.6M. From the 2024 filing. Recordkeeper: Human Interest Advisor.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.0M | 41.9% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.4M | 24.9% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 11.9% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $682K | 7.1% |
| Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $498K | 5.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $393K | 4.1% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $100K | 1.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $99K | 1.0% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $63K | 0.7% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $40K | 0.4% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.