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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,238 |
3 funds of $250K or more; 14 lines in all, holding $12.2M of the plan's $12.3M. From the 2024 filing. Recordkeeper: Vanguard.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Vanguard · Mutual fund Recordkeeper's own fund | $10.5M | 86.2% |
| Schwab Charles Schwab · Mutual fund | $508K | 4.2% |
| Columbia Ameriprise (Columbia Threadneedle) · Mutual fund | $430K | 3.5% |
| MFS MFS (Sun Life) · Mutual fund | $241K | 2.0% |
| JPMorgan JPMorgan · Mutual fund | $184K | 1.5% |
| Janus Janus Henderson · Mutual fund | $72K | 0.6% |
| American Century American Century · Other | $71K | 0.6% |
| Goldman Sachs Goldman Sachs · Mutual fund | $56K | 0.5% |
| Voya Voya · Mutual fund | $42K | 0.3% |
| Attachment to 2024 Form Manager not matched · Other | $33K | 0.3% |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.