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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $17,627 |
5 funds of $250K or more; 22 lines in all, holding $10.3M of the plan's $10.4M. From the 2025 filing. Recordkeeper: Human Interest Advisor.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.3M | 41.7% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.8M | 27.3% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 12.8% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $687K | 6.7% |
| Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $566K | 5.5% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $103K | 1.0% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $98K | 1.0% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $88K | 0.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $85K | 0.8% |
| Vanguard Ftse Social Index Fund Admiral Shares Vanguard · Mutual fund Index | $69K | 0.7% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
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.