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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 45-3834091 698 N MAITLAND AVENUE · MAITLAND, FL 32751 | Advisory (Plan) | $8,271 |
4 funds of $250K or more; 22 lines in all, holding $4.3M of the plan's $4.4M. From the 2024 filing. Recordkeeper: Employee Fiduciary.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Life Strategy Consv Grth Vanguard · Mutual fund Possible retail class A | $1.3M | 29.2% |
| Vanguard Life Strategy Growth Fund Vanguard · Mutual fund Possible retail class A | $788K | 18.3% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $688K | 16.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $547K | 12.7% |
| Vanguard Life Strategy Moderate Growth Fund Vanguard · Mutual fund Possible retail class A | $184K | 4.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $157K | 3.6% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $137K | 3.2% |
| Vanguard Life Strategy Income Fund Vanguard · Mutual fund Possible retail class A | $87K | 2.0% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $83K | 1.9% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $55K | 1.3% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.