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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 32-0781448 | Advisory (Participants) | $8,048 |
7 funds of $250K or more; 30 lines in all, holding $6.8M of the plan's $6.9M. From the 2024 filing. Recordkeeper: Guideline.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $2.7M | 39.1% |
| Vanguard Developed Markets Index Fund Vanguard · Mutual fund Index | $997K | 14.6% |
| Vanguard Bond Index Fund Vanguard · Mutual fund Index | $809K | 11.9% |
| Vanguard Emerging Markets Stock Index Fund Vanguard · Mutual fund | $524K | 7.7% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $389K | 5.7% |
| Vanguard Total International Bond Index Fund Vanguard · Mutual fund Index | $269K | 3.9% |
| Vanguard Real Estate Index Fund Vanguard · Mutual fund Index | $269K | 3.9% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $215K | 3.2% |
| Vanguard Small-Cap Value Index Fund Vanguard · Mutual fund Index | $204K | 3.0% |
| Vanguard Information Techology Index Fund Vanguard · Mutual fund Index | $114K | 1.7% |
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.
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.