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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,065 |
9 funds of $250K or more; 17 lines in all, holding $9.7M of the plan's $9.8M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $4.8M | 49.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $2.7M | 27.4% |
| Alger Spectra Fund Class Z Manager not matched · Mutual fund | $529K | 5.4% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $271K | 2.8% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $213K | 2.2% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $200K | 2.1% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $180K | 1.8% |
| Principal SmallCap Value II Institute Principal · Mutual fund | $124K | 1.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $121K | 1.2% |
| Columbia Contrarian Core Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $118K | 1.2% |
Added 2 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighVanguard to Alger Spectra Fund Class Z | $6.4M to $529K |
| AddedVanguard Target Retirement 2050 Fund Investor Shares | $4.8M |
| AddedVanguard 500 Index Fund Admiral Shares | $2.7M |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.