Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $115,930 |
MERCER1 year Filed as: MERCER INVESTMENTS, LLC Service code 11 · EIN 30-0282430 | Actuarial | $32,173 |
21 funds of $250K or more; 13 lines in all, holding $58.2M of the plan's $59.6M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $33.7M | 57.9% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $5.9M | 10.2% |
| Vanguard Retirement Savings Trust III Vanguard · Stable value Stable valueRecordkeeper's own fund | $4.4M | 7.5% |
| Vanguard Windsor II Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $2.9M | 5.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.3M | 4.0% |
| Smid Cap Fund Boston Trust Walden · Mutual fund | $2.3M | 3.9% |
| Vanguard Wellington Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $2.1M | 3.6% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.7M | 3.0% |
| Vanguard Intermediate-Term Bond Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.3M | 2.3% |
| John Hancock Disciplined Value International Fund Class R6 John Hancock (Manulife) · Mutual fund | $1.2M | 2.0% |
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.
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.