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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 24 E COTA STREET · SANTA BARBARA, CA 93101 | Advisory (Plan) | $18,033 |
Filed as: WORLD INVESTMENT ADVISORS Service code 27 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $6,511 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,542 |
1 fund of $250K or more; 13 lines in all, holding $10.3M of the plan's $10.2M. From the 2024 filing. Recordkeeper: Vanguard.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Vanguard · Mutual fund Recordkeeper's own fund | $9.5M | 92.3% |
| Janus Henderson Janus Henderson · Mutual fund | $230K | 2.2% |
| American Funds Capital Group · Mutual fund | $114K | 1.1% |
| Putnam Franklin Templeton · Mutual fund | $105K | 1.0% |
| BlackRock BlackRock · Mutual fund | $54K | 0.5% |
| Victory Victory Capital · Mutual fund | $54K | 0.5% |
| DFA Dimensional · Mutual fund | $53K | 0.5% |
| Calvert Morgan Stanley · Mutual fund | $49K | 0.5% |
| Participant's Loan Account Manager not matched · Other | $41K | 0.4% |
| Voya Voya · Mutual fund | $32K | 0.3% |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.