Filings through .
Filed October 3, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,575 |
7 funds of $250K or more; 15 lines in all, holding $5.3M of the plan's $5.6M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 82% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $4.3M | 81.8% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $581K | 10.9% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $135K | 2.5% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $83K | 1.6% |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Vanguard · Money market Recordkeeper's own fund | $66K | 1.2% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $49K | 0.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $32K | 0.6% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $10K | 0.2% |
| Vanguard Inter-Term Invest-Grade Adm Vanguard · Mutual fund Recordkeeper's own fund | $4K | <0.1% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $1K | <0.1% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.